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3 votes
Each year the owner of a Universal Life policy would receive all except:

A. Interest earnings
B. Policy expenses
C. Upcoming premium
D. Change of Beneficiary form.

1 Answer

5 votes

Final answer:

The owner of a Universal Life insurance policy would not automatically receive a Change of Beneficiary form each year; this form is only provided upon request for a beneficiary change.

Step-by-step explanation:

The student asked which item they would not receive each year as the owner of a Universal Life insurance policy. The correct answer is, they would not receive a Change of Beneficiary form. The owner of a Universal Life insurance policy would not automatically receive a Change of Beneficiary form each year; this form is only provided upon request for a beneficiary change.

The yearly statements of a Universal Life policy typically include the interest earnings credited to the policy, the policy expenses or cost of insurance charged, and information about the upcoming premium due.

However, a Change of Beneficiary form is not something that is automatically sent out yearly; it is only provided upon request by the policyholder if they wish to change the beneficiary on their policy.

User Gabriel Schreiber
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