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LLQP (Life Licence Qualification Program) Practice Exam · Question

A client informs their agent that they have recently married and purchased a new home. What is the agent's most appropriate professional response?

When a client's needs change significantly (like marriage), the agent should conduct a formal 'Needs Analysis' to ensure the current coverage remains appropriat

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Question: A client informs their agent that they have recently married and purchased a new home. What is the agent's most appropriate professional response?

Answer options:

  • Automatically double the client's current limit.
  • Change the beneficiary to the new spouse without further review. ✅ Perform a new needs analysis to determine if coverage is sufficient.
  • Suggest the client cancel their existing policy and buy a joint life policy.

Correct answer: Perform a new needs analysis to determine if coverage is sufficient.

Explanation: When a client's needs change significantly (like marriage), the agent should conduct a formal 'Needs Analysis' to ensure the current coverage remains appropriate and adequate.

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