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You have a client that is a real estate agent. Which of the following types of permanent protection is best for this type of client?

A. Variable life
B. Universal life
C. Adjustable life
D. Survivorship life

User Alkar
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1 Answer

5 votes

Final answer:

The best type of permanent protection for a real estate agent depends on their individual financial needs and goals. Cash-value life insurance offers a death benefit and a cash value that can be used by the policyholder, but to determine the best type among Variable, Universal, Adjustable, or Survivorship life insurance, a personalized assessment is advisable.

Step-by-step explanation:

Regarding the question of which type of permanent protection is best for a client who is a real estate agent, the correct answer is not provided as it depends on the specific financial goals and needs of the client.

Cash-value (whole) life insurance is a type of life insurance policy that includes both a death benefit and a cash value component. The cash value can accumulate over time and can be used by the policyholder for various financial needs.

Among the options listed: Variable life (A), Universal life (B), Adjustable life (C), and Survivorship life (D), each offers different benefits and features:

  • Variable life insurance allows you to invest the policy's cash value in various investment options, which could be advantageous for those with investment knowledge and a desire for potential growth.
  • Universal life insurance offers flexible premiums and adjustable death benefits, which can be appealing to someone whose income may fluctuate, such as a real estate agent.
  • Adjustable life insurance combines features of both term and whole life insurance, offering flexibility in terms of coverage and premiums.
  • Survivorship life insurance is designed to cover two people and pays out upon the passing of the second insured person, not typically chosen for individual coverage needs.

It’s crucial for a real estate agent, or any client for that matter, to assess their individual financial situation and consult with a financial advisor to determine the best type of life insurance for their specific circumstances.

User Mspoulsen
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