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Personal Finance Chapter 9- Insurance

Total questions: 35

Worksheet time: 18mins

Name
Class
Date
1.

Renter’s insurance is not necessary if you don’t have a lot of expensive things.

a)

True

b)

False

2.

Disability insurance offered through your employer is usually the most expensive coverage option.

a)

True

b)

False

3.

The amount you pay monthly, quarterly, semiannually or annually to purchase different types of insurance

a)

Premium

b)

Co-pay

4.

Following the Five Foundations will help you to, one day, become self-insured.

a)

True

b)

False

5.

Which of the following statements about long-term care insurance is false?

a)

You should not buy long-term care insurance until age 30.

b)

At least 69% of people over the age of 65 will require long -term care at some point.

c)

Long-term care insurance is not the same as disability or short -term medical care.

d)

A good long-term care policy will include in-home care.

6.

You are involved in a two-car accident in which you are at fault. The other driver is injured and your insurance covers the medical expenses of the victim. This type of insurance coverage is called:

a)

Comprehensive

b)

Collision

c)

Liability

d)

Uninsured motorist protection

7.

Which of the following statements about disability insurance is false?

a)

A longer elimination period will lower your premium cost

b)

Disability insurance is not necessary if you have a good health insurance policy

c)

Your coverage should be for 65% of your income.

d)

After college, short-term disability should be covered by your emergency fund of three to six monthsʹ worth of expenses, staying out of debt, and having a money plan.

8.

Specific amount of money that you pay when insurance only covers a portion of costs

a)

Fee

b)

Out-of-pocket expense

9.

Which of the following is not a recommended way to save on your health insurance premium?

a)

Increase your deductible

b)

Increase your stop-loss or your maximum out-of-pocket expense

c)

See if a Health Savings Account would make sense for your situation

d)

If you are young and healthy, you do not need health insurance

10.

Paperwork filed with an insurance company in order to get them to cover a loss for someone they insure

a)

Appraisal

b)

Claim

11.

Insurance that covers property damage and medical bills if you are at fault in a car accident or if someone gets hurt on your property

a)

Uninsured motorist protection

b)

Liability

12.

Comprehensive coverage takes care of damage to your car that is not caused by a collision.

a)

True

b)

False

13.

Describes the type of coverage in an insurance agreement

a)

Policy

b)

Premium

14.

Which of the following statements about life insurance. Is true?

a)

You will always need life insurance.

b)

Term life insurance should be avoided because the policy will expire and it has no savings plan built into it.

c)

Cash value insurance is normally for life and is more expensive than term life insurance because it funds a savings plan.

d)

There is no difference between term and cash value life insurance

15.

Life insurance policy for a specific period of time is called:

a)

Universal

b)

Term

c)

Level

d)

Whole life

16.

An amount of money you pay to help cover a portion of your medical costs

a)

Annuity

b)

Co-payment

17.

Applies to the amount of protection you have through an insurance company in the event of a loss

a)

Coverage

b)

Premium

18.

A person becomes self-insured when:

a)

They have no debt

b)

Their kids are grown, they have no debt, and they have fully funded retirement

c)

Everyone should have term life insurance regardless of age or financial well-being

d)

They own their own business

19.

The time between the disabling event and the beginning of payments in your disability coverage is called:

a)

Deductible

b)

Elimination period

c)

Out of pocket

d)

Stop gap

20.

The purpose of insurance is to:

a)

Develop a savings plan

b)

Provide an investment opportunity

c)

Transfer financial risk

d)

All of the above

21.

Which of the following is not a recommended way of lowering your car insurance premiums?

a)

Shop around

b)

Get good grades and take a driver education class

c)

Drop your auto insurance altogether

d)

Increase your deductible

22.

Any insurance with cash value or that combines insurance with investments is a bad idea.

a)

True

b)

False

23.

Which of the following is not a benefit of having a will?

a)

A will enables you to nominate the persons who will handle your estate or serve as guardians to your children, and it allows you to determine who will receive all the property you have accumulated over your lifetime.

b)

You only need a will if you have a large estate.

c)

A well-drafted will can allow your family to minimize death taxes and other costs that may drain your estate of assets.

d)

Your will can be an expression of your personal values.

24.

Which of the following would not be a huge financial risk (and, therefore would not require insurance) if you had a full emergency fund of $500 or more?

a)

A medical emergency

b)

You lose your cell phone

c)

Your identity gets stolen

d)

A car accident

25.

Amount you must pay before you begin receiving any benefits from your insurance company

a)

Deductible

b)

Income

26.

You should not buy identity theft protection that only provides credit report monitoring.

a)

True

b)

False

27.

Duplicate coverage, or any extra insurance on top of your existing insurance, is not necessary.

a)

True

b)

False

28.

Which of the following types of insurance is not recommended for a young single adult?

a)

Auto insurance

b)

Life insurance

c)

Identity theft protection

d)

Health insurance

29.

After high school, you should have the following types of insurance: auto, renter’s, health and long- term care insurance

a)

True

b)

False

30.

Good identity theft protection includes restoration services.

a)

True

b)

False

31.

The recipient of assets passed on from the death of a friend or relative

a)

Insured

b)

Beneficiary

32.

Which of the following policies would be a duplicate coverage for your health insurance policy?

a)

Long-term care insurance

b)

Auto insurance

c)

Cancer and hospital indemnity insurance

d)

Disability insurance

33.

Prepaid burial policies are a good idea.

a)

True

b)

False

34.

A legally enforceable declaration of how a person wishes his or her property to be distributed after death

a)

Policy

b)

Will

35.

Which of the following is true?

a)

Mortgage life insurance is necessary if you are a homeowner.

b)

Any kind of duplicate insurance coverage is a bad idea.

c)

Pet insurance is a good idea since pet emergencies can be very expensive.

d)

You can never be too safe-there is no bad insurance.