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| Section | Objectives |
|---|
| Topic 1: General Insurance Knowledge (National) | - Qualified Plans
- 1. Employer-sponsored retirement plans
- 2. Tax advantages
- 3. SEPs, 401(k)s, and 403(b) plans
- 4. Qualification requirements
- Individual Health Insurance Policy General Provisions
- 1. Renewability classifications
- 2. Free look period
- 3. Uniform required and optional provisions
- 4. Contract terms
- 5. Grace periods
- 6. Claims procedures
- Subrogation - Federal Tax Considerations for Life Insurance and Annuities
- 1. Modified endowment contracts
- 2. IRAs
- 3. Non-qualified annuities
- 4. Federal tax treatment of death benefits
- 5. Policy loans
- 6. Section 1035 exchanges
- Medical Plans - Annuities
- 1. Payment options
- 2. Fixed and variable annuities
- 3. Annuity principles
- 4. Uses for retirement income and tax-deferred growth
- 5. Immediate versus deferred annuities
- Types of Health Policies
- 1. Medical expense insurance
- 2. Disability income
- 3. Accidental death and dismemberment
- Disability Income and Related Insurance - Health Insurance Basics
- 1. Common exclusions
- 2. Policy classifications
- 3. Covered perils
- 4. Replacement considerations
- 5. Limited policies
- 6. Underwriting processes
- 7. Agent responsibilities
- 8. Types of benefits
- Field Underwriting Procedures
- 1. Submitting application to company for underwriting
- 2. Completing application and obtaining necessary signatures
- 3. Contract law
- 4. Explaining policy provisions, riders, exclusions, and ratings
- 5. Initial premium payment and receipt
- 6. Replacement
- 7. Explaining sources of insurability information
- 8. Ensuring delivery of policy and related documents to client
- Life Insurance Policy Provisions, Options and Riders
- 1. Beneficiary designations
- 2. Policy riders
- 3. Nonforfeiture provisions
- 4. Standard contract provisions
- 5. Disability benefits and accelerated death benefits
- 6. Settlement options
- 7. Policy loans
- 8. Dividend options
- Types of Life Policies
- 1. Term life
- 2. Interest/market-sensitive life products
- 3. Traditional whole life products
- 4. Combination plans and variations
- 5. Annuities
- Group Health Insurance
- 1. Eligible groups
- 2. Small employer plan requirements
- 3. Underwriting criteria
- 4. Group health insurance characteristics
- 5. Continuation of coverage under COBRA
- 6. Employee and dependent eligibility
- Taxes, Retirement, and Other Life Insurance Concepts
- 1. Tax treatment of insurance premiums, proceeds, and dividends
- 2. Group life insurance
- 3. Social Security benefits and taxes
- 4. Life insurance needs analysis/suitability
- 5. Third-party ownership
- 6. Retirement plans
- Life Insurance Basics
- 1. Personal and business uses of life insurance
- 2. Policy classifications
- 3. Underwriting process
- 4. Agent sales responsibilities
- 5. Insurable interest
- 6. Methods for determining coverage amounts
- 7. Premium determination factors
- Federal Tax Considerations for Health Insurance
- 1. Business disability insurance
- 2. HSAs, HRAs, and FSAs
- 3. Employer-provided health insurance tax treatment
- 4. Personally-owned health insurance tax treatment
- Insurance for Senior Citizens and Special Needs Individuals - Dental Insurance
- 1. Benefit categories
- 2. Employer group dental plans
- 3. Types of treatment
- 4. Deductibles and coinsurance
- 5. Indemnity plan structures
- Workers Compensation - Completing the Application, Underwriting, and Delivering the Life Policy
- 1. Underwriting
- 2. Completing the application
- 3. Delivering the policy
|
| Topic 2: Virginia-Specific Content | - Virginia Statutes and Regulations Common to Life, Accident and Health Insurance
- 1. Continuing education
- 2. State Corporation Commission's authority
- 3. Insurance Regulation
- 4. Virginia licensing requirements
- 5. Appointments
- 6. ACA market reforms
- 7. Disciplinary actions
- 8. Fair Credit Reporting Act
|
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Virginia Insurance Virginia Life, Annuities, and Health Insurance Examination Series 11-01 Sample Questions (Q170-Q175):
NEW QUESTION # 170
Which term refers to the period of time from the beginning of confinement to the beginning of benefits under a long-term care insurance policy?
- A. The trial period
- B. The elimination period
- C. The qualifying period
- D. The exclusion period
Answer: B
Explanation:
In long-term care (LTC) insurance, the elimination period, per Virginia Code § 38.2-5202, is the waiting period between the onset of a qualifying condition (e.g., confinement due to inability to perform ADLs) and the start of benefit payments. It's akin to a deductible in days (e.g., 30, 60, or 90 days), during which the insured must cover costs. Option D correctly names this period. Option A (trial period) isn't a standard LTC term. Option B (exclusion period) might confuse with pre-existing condition exclusions, but it's not the waiting period for benefits. Option C (qualifying period) could imply eligibility determination, but "elimination period" is the precise industry term. The study guide likely defines this as a cost-sharing feature, with examples illustrating how longer periods reduce premiums, solidifying D as the answer.
NEW QUESTION # 171
Responsibilities of the life insurance agent in the process of underwriting include all of the following EXCEPT:
- A. Determining the final rate classification
- B. Gathering complete information for the application
- C. Seeking any additional information requested by the insurer
- D. Notifying the insurer of any material information not in the application
Answer: A
Explanation:
Detailed Answer in Step-by-Step Solution:
* Agents assist underwriting by collecting application data (A), obtaining additional info (C), and reporting material facts (D), but determining the final rate classification (B) is the insurer's underwriter' s role, not the agent's.
* Rate classification involves risk assessment, which is beyond an agent's authority.
The Virginia study guide specifies that agents facilitate underwriting by providing accurate information, while the insurer's underwriters set rates based on that data. Reference: Virginia Life, Annuities, and Health Insurance study guide, section on "Underwriting Process."
NEW QUESTION # 172
Which policy provision allows an employee to change from group coverage to an individual life insurance policy?
- A. Assignment
- B. Incontestability
- C. Conversion
- D. Nonforfeiture
Answer: C
Explanation:
Virginia Code § 38.2-3330 requires group life insurance policies to include a conversion provision,allowing an employee to convert group coverage to an individual policy without evidence of insurability, typically within 31 days after termination of employment or group eligibility. Option B (conversion) directly describes this right, ensuring continued protection. Option A (nonforfeiture) applies to cash value options (e.g., reduced paid-up insurance) in individual policies, not group-to-individual transitions. Option C (assignment) transfers policy ownership, unrelated to conversion. Option D (incontestability) limits the insurer's ability to deny claims after a period (e.g., 2 years), not a conversion mechanism. The study guide likely highlights conversion as a key group life feature, with scenarios like an employee leaving a job and converting to a whole life policy, making B the precise answer.
NEW QUESTION # 173
When the amount of a policy loan plus interest exceeds a life insurance policy's cash value:
- A. The policy is converted to paid-up whole life insurance.
- B. The policy is converted to extended term insurance.
- C. The automatic premium loan option becomes effective.
- D. The policy is no longer in force.
Answer: D
Explanation:
If the amount of a policy loan plus accrued interest exceeds the life insurance policy's cash value, the policy will generally lapse and become no longer in force. This occurs because the insurer cannot lend more than the available cash value, and the outstanding loan would exceed the policy's value, leading to its termination.
NEW QUESTION # 174
A function performed by both the life insurance agent and the home office underwriter is:
- A. Evaluating risks
- B. Reviewing a client's coverage periodically
- C. Finding new clients
- D. Collecting premiums
Answer: A
Explanation:
Virginia Code § 38.2-1800 et seq. outlines roles in life insurance. Agents and underwriters bothevaluate risks (option B): agents assess initial client risk (e.g., health questions) for application accuracy, while underwriters analyze it for approval (e.g., medical records). Option A (finding clients) is agent-only; underwriters don't prospect. Option C (collecting premiums) is primarily the agent's task, not underwriting's. Option D (reviewing coverage) is a post-sale service, not a core underwriting function. The study guide likely contrasts roles but notes this shared risk focus-e.g., an agent flags smoking, underwriter rates it-making B the common duty.
NEW QUESTION # 175
......
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