IC02 - LICENTIATE - Practice of Life Insurance 13

IC02 - LICENTIATE - Practice of Life Insurance 13

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Q 1. When does the vesting date occur?

A) At the time of annuitisation

B) When the annuity is purchased

C) After a specified period of time

D) Upon reaching retirement age

E) When the annuitant wants to withdraw a lump sum amount

Q 2. Which target group is most commonly associated with group insurance schemes?

A) Large companies

B) Small firms

C) Employer-employee groups

D) Individuals taking personal insurance

E) None of the above

Q 3. What is the purpose of the "free cover limit" in group insurance?

A) To simplify the administrative process

B) To provide coverage without medical check-ups

C) To limit the maximum coverage amount for employees

D) To reduce adverse selection in the group

E) None of the above

Q 4. Who is typically the administrative organization responsible for group insurance?

A) The insurance company providing the group insurance

B) The employees covered under the group insurance

C) The employer or association of the group members

D) An external administrative agency hired by the group

E) None of the above

Q 5. In a group term insurance scheme, how does the sum assured vary based on the employee's grade or designation?

A) Higher grade employees receive a higher sum assured

B) Higher grade employees receive a lower sum assured

C) The sum assured remains the same for all employees

D) The sum assured is not determined by the employee's grade or designation

E) None of the above

Q 6. What should an employer do to manage future gratuity liabilities effectively?

A) Make an estimate of future liabilities

B) Set aside funds from current revenues to meet future liabilities

C) Purchase a Group Gratuity Scheme from an insurance company

D) Encourage employees to contribute to a gratuity fund

E) All of the above

Q 7. Are gratuity payments tax-free?

A) Yes, gratuity payments are tax-free without any limit

B) No, gratuity payments are fully taxable

C) Yes, gratuity payments are tax-free up to a certain limit

D) It depends on the employee's salary and years of service

E) None of the above

Q 8. What happens to the pension in a joint life pension scheme?

A) The pension is paid to the employee's spouse after the employee's death.

B) The pension is paid for a specified time period to the employee and then to the nominee.

C) The pension amount is adjusted based on the return on investments.

D) The pension is paid throughout the employee's life without any changes.

E) None of the above.

Q 9. What is the purpose of maintaining a running account in a group leave encashment scheme?

A) To track employee retirements and leave encashment amounts.

B) To ensure accurate calculation of leave encashment contributions.

C) To manage the fund for leave encashment and insurance cover.

D) To monitor the liabilities of the employer.

E) None of the above.

Q 10. What occupations are covered under the Social Security Scheme?

A) Skilled professionals

B) Corporate employees

C) Agriculturists

D) Business owners

E) None of the above

Q 11. What is the main advantage of investing in ULIPs?

A) Easy management of investments

B) Guaranteed returns on investment

C) Higher insurance coverage than other plans

D) Flexibility to switch between investment options

E) None of the above

Q 12. Are ULIPs entitled to receive bonuses?

A) Yes, they are eligible for regular bonuses

B) No, ULIPs do not receive any bonuses

C) Only if the policyholder has made a certain number of premium payments

D) Only if the policyholder requests a bonus allocation

E) None of the above

Q 13. What is the purpose of riders in ULIPs?

A) Increase investment returns

B) Provide flexibility in premium payment

C) Enhance the life cover

D) Allow partial withdrawals

E) None of the above

Q 14. How does the NAV of a fund in ULIPs vary?

A) It remains constant throughout the day

B) It is adjusted based on expenses incurred

C) It is determined by the market value of shares and instruments

D) It is fixed by the insurance company

E) None of the above

Q 15. Which method is used to determine the unit price when purchasing assets in the fund?

A) Appropriation method

B) Expropriation method

C) Offer price method

D) Bid price method

E) None of the above

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