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Total questions: 20

Worksheet time: 15mins

Name
Class
Date
1.

Life insurance companies make use of the laws of probability in order to –

a)

A. Estimate future death rates among members of a given group

b)

B. Predict when an individual insured will die

c)

C. Develop statistics of past deaths among the general population

d)

D. Determine the experienced death rate among the insured persons

2.

True or False. According to the law of large numbers, events which happen seemingly by chance will actually be

bound to follow a predictable pattern if enough such happenings are observed.

a)

A. True

b)

B. False

3.

The fundamental advantage of the use of life insurance as a means of meeting economic losses is that through

life insurance these losses are

a)

A.. Spread over a large number of people

b)

B. Met as they arise through savings accumulated on an assessment basis

c)

C. Deferred for a specified period of time

d)

D. Reduced for the group as a whole through the multiplier effect

4.

Life insurance guarantees cash benefits for all the following except

a)

A. Mortgage

fund

b)

B. Clean-up fund

c)

C. Family dependency period income

d)

D. Educational

5.

Life insurance contributes directly to the welfare and progress of the country by

a)

A. Accumulating capital for investment in commerce and industry

b)

B. Cash values will increase for as long as the policy is in force

c)

C. Encouraging provision for the future

d)

D. All of the above

6.

True or False. A person’s human economic value is defined as the total value of the assets and any future

earnings derived there from.

a)

A.True

b)

B.False

7.

True or False. A person’s human economic value is defined as the total value of the assets and any future

earnings derived there from.

a)

True

b)

False

8.

Life insurance contributes directly to the welfare and progress of the country by

a)

A. Accumulating capital for investment in commerce and industry

b)

B. Cash values will increase for as long as the policy is in force

c)

C. Encouraging provision for the future

d)

D. All of the above

9.

A fixed amount added to the premium of a given policy regardless of policy size is known as

a)

A. policy fee

b)

B. policy reserves

c)

C. policy values

d)

D. extra premium

10.

Inducing an insured to lapse or forfeit his insurance

a)

A. is not allowed by the conditions of the contract

b)

B. is always to the advantage of the policyholder

c)

C. is an offense in the great majority of cases

d)

D. is a matter left entirely to the discretion of the agent

11.

An agent is prohibited from doing all of the following except

a)

A. alter an application without the applicant’s prior written approval

b)

B. convince a prospective client to cancel his policy in one insurance company in order to buy a policy in the

insurance company represented by the agent

c)

C. refund some of his commission to his client

d)

D. make complete comparisons of policies he sells and those offered by competing insurance companies

12.

Selling a person more insurance than what is warranted by his sources is called

a)

A. overloading

b)

B. twisting

c)

C. rebating

d)

D. knocking

13.

Twisting is

a)

A. paying the premium on one policy by surrendering the dividends of another policy

b)

B. the replacement of a policy in one company with another policy in another company

c)

C. an attempt made by an insurance company to secure the services of an agent from another company

d)

D. an offense which does not apply to variable concepts

14.

To be able to calculate the required premiums for a given policy, the agent must know the applicant’s

a)

A. age

b)

B. choice of plan

C. face amount desired

c)

C. face amount desired

d)

D. all of the above

15.

Life insurance is

A. luxury afforded by the rich

B. only available to a specific group

C. a cooperative risk-sharing plan

D. a speculative risk

a)

A. luxury afforded by the rich

b)

B. only available to a specific group

c)

C. a cooperative risk-sharing plan

d)

D. a speculative risk

16.

The official who makes the necessary assumption and calculation in respect of the principal elements in life

insurance premium in order to arrive at the premium rates to be charged is the

a)

A. life agent

b)

B. senior statistician

c)

C. Insurance Commisioner

d)

D. Actuary

17.

The fundamental advantage of the use of insurance as a means of meeting economic losses is that through

insurance, these losses are

a)

A. spread over a large number of people

b)

B. deferred for a specified period of time

c)

C. reduced for the group as a whole through the multiplier effect

d)

D. met as they arise through savings accumulated on an assessment basis

18.

The term loading means

a)

A. the difference between the gross and net premiums for the purpose of paying the insurance overhead

expenses including commissions and taxes

b)

B. the amount which the company will lend to the policyholder with the policy as a security

c)

C. the amount payable in the event of the occurrence of a loss which renders him unfit for insurance

d)

D. none of the above

19.

Life insurance contributes directly to the welfare and progress of the country by

a)

A. accumulating capital for investment in commerce and industry

b)

B. partially relieving the community of the care of dependents

c)

C. encouraging provisions for the future

d)

D. all of the above

20.

Life insurance can provide money when income stops because of

a)

A. disability

b)

B. death

c)

C. retirement

d)

D. all of the above