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Legal and General Income Protection Plans

Total questions: 10

Worksheet time: 5mins

Name
Class
Date
1.

What are the 3 main Income protection plans for Legal and General?

a)

  Income Protection Benefit, Personal Menu Plan, Mortgage Cover

b)

Income Protection, One2Protect, Key Person Benefit

c)

  Income Protection Benefit, Low start Income Protection, Rental Income Protection Benefit

d)

       None of the above

2.

What does Low-Cost option mean?

a)

An option to lower the premium of the policy

b)

The monthly benefit for a claim that meets the incapacity definition will be paid up to 12 or 24, depends on what the client has chosen

c)

The monthly benefit will be paid every 24 months until the policy ends

d)

The option for the client to choose a lower benefit every claim

3.

If the client is working for less than 16hrs/ week, will he be eligible to get L&G Income Protection plan?

a)

Yes, however is only eligible for ADL cover

b)

Yes

c)

No, the plans are available only to those working for more than 16hrs/week

d)

No

4.

How about if the client is self-employed for less than a year, will he be eligible to apply for L&G Income Protection plans?

a)

Yes, but the max monthly benefit will only be 35% of gross earnings up to £240,000/yr)

b)

Yes

c)

No, the plans are available only if self-employed client has been working for more than a year

d)

No

5.

Which of the L&G Income Protection plan has the Guaranteed Age Increasing premium type?

a)

Income Protection Benefit

b)

One2Protect

c)

Low Start Income Protection

d)

Rental Income Protection benefit

6.

When does the ADL Incapacity Definition apply for client with IP plan with L&G?

a)

For high-risk occupation

b)

For all types of occupation

c)

If client is a houseperson, unemployed, student or retired

d)

None of the above

7.

For L&G IP Plans, all includes stepped benefit. What does Stepped benefit mean?

a)

2 different monthly benefit

b)

2 deferred periods and two levels of monthly benefit

c)

2 deferred periods

d)

All of the above

8.

There are a lot of added value services for L&G IP plans, what is one optional benefit unique to L&G?

a)

     Proportionate benefit

b)

Virtual GP Service

c)

Private Diagnostics

d)

Waiver of Premium

9.

What happens if the client on Rental Income Protection is no longer renting as a result of taking a mortgage?

a)

  Client can change this policy to our Income Protection Benefit plan without the need for further medical information.

b)

Client cannot change this policy to our Income Protection Benefit plan based on the T&C

c)

Client needs to wait a minimum of 10 years before changing to other IP plans

d)

None of the above

10.

Which of the statements about Guaranteed Insurability option is True?

a)

GIO allows client to increase their cover if the personal circumstance change without providing further medical evidence

b)

GIO allows client to increase their cover if the personal circumstance change

c)

GIO allows client to increase or decrease their deferred period, benefit level, expiry term

d)

None of the above