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When must an insurance agent provide a Buyer's Guide to the applicant of a policy that contains an unconditional refund provision?

User Miky
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Final answer:

Insurance agents must provide a Buyer's Guide at the time of application or upon delivery of a policy, particularly for life insurance or annuities with an unconditional refund provision.

Step-by-step explanation:

An insurance agent must provide a Buyer's Guide to the applicant of a policy at the time of application or upon delivery of the policy. This is a requirement when dealing with life insurance or annuity contracts, especially those that have an unconditional refund provision, commonly referred to as a 'free-look' period. During this period, the policyholder can return the policy for a full refund of the premiums paid. The purpose of the Buyer's Guide is to inform the consumer about insurance policies, the terms, conditions, costs, and their rights as policyholders.

User Carl K
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