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LLQP (Life Licence Qualification Program) Practice Exam · Question

In the context of Universal Life insurance and tax-exempt status, what does the 'Level Percentage Premium' (LPP) or the 'Maximum Tax Actual' (MT) limit determine?

The LPP is the maximum premium that can be paid into a policy while maintaining its status as an 'exempt' policy under the Income Tax Act. If the policy values

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Question: In the context of Universal Life insurance and tax-exempt status, what does the 'Level Percentage Premium' (LPP) or the 'Maximum Tax Actual' (MT) limit determine?

Answer options:

  • The minimum premium required to keep a term insurance policy in force.
  • The commission rate paid to the agent over the life of the policy.
  • The amount of the death benefit that is tax-free to a corporation. ✅ The maximum premium allowed to maintain the policy's tax-exempt status.

Correct answer: The maximum premium allowed to maintain the policy's tax-exempt status.

Explanation: The LPP is the maximum premium that can be paid into a policy while maintaining its status as an 'exempt' policy under the Income Tax Act. If the policy values exceed the MT limit, it becomes 'non-exempt' and the annual accrual of income is taxed.

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