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LLQP (Life Licence Qualification Program) Practice Exam · Question

Which of the following is a direct consequence of naming an 'Irrevocable' beneficiary on a life insurance policy?

When the Beneficiary is 'Irrevocable,' the policyowner cannot exercise ownership rights like taking a loan or surrendering the policy without the written consen

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Question: Which of the following is a direct consequence of naming an 'Irrevocable' beneficiary on a life insurance policy?

Answer options:

  • The policyowner may change the beneficiary at any time without consent. ✅ The policyowner requires the written consent of the beneficiary to take a policy loan.
  • The beneficiary must pay the premiums if the policyowner defaults.
  • The death benefit is paid to the estate of the policyowner if the beneficiary is still alive.

Correct answer: The policyowner requires the written consent of the beneficiary to take a policy loan.

Explanation: When the Beneficiary is 'Irrevocable,' the policyowner cannot exercise ownership rights like taking a loan or surrendering the policy without the written consent of that beneficiary. Unlike a revocable beneficiary, the irrevocable beneficiary's rights are vested.

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