Skip to main content

LLQP (Life Licence Qualification Program) Practice Exam · Question

The 'capital retention' method of needs analysis is designed to:

The capital retention (or capital conservation) approach focuses on providing a lump sum large enough that its investment income alone can meet the survivors' n

Start free practice for LLQP (Life Licence Qualification Program) Practice Exam

374 questions · no signup required · 40 free questions per day

Start Practice →

Question: The 'capital retention' method of needs analysis is designed to:

Answer options:

  • Calculate the amount of capital that will be fully spent by the end of the dependency period.
  • Determine the present value of all future income needs. ✅ Preserve the initial capital sum, with dependents living off the investment income it generates.
  • Pay off all debts, including the mortgage, immediately.

Correct answer: Preserve the initial capital sum, with dependents living off the investment income it generates.

Explanation: The capital retention (or capital conservation) approach focuses on providing a lump sum large enough that its investment income alone can meet the survivors' needs, leaving the principal intact.

Start free practice for LLQP (Life Licence Qualification Program) Practice Exam

374 questions · no signup required · 40 free questions per day

Start Practice →

More about LLQP (Life Licence Qualification Program) Practice Exam

Related Questions

More for LLQP (Life Licence Qualification Program) Practice Exam candidates

Ready to practice?

Free, no signup required. Build a wrong-question list as you go.

Start Free LLQP (Life Licence Qualification Program) Practice Exam Practice →

Related courses

Other Canadian certifications candidates often prepare for alongside this one.