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LLQP (Life Licence Qualification Program) Practice Exam · Question

How does a 'Collateral Assignment' differ from an 'Absolute Assignment' of a life insurance policy?

A collateral assignment allows a policyowner to use their life insurance policy as security for a loan. The lender (assignee) gets the first right to the death

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Question: How does a 'Collateral Assignment' differ from an 'Absolute Assignment' of a life insurance policy?

Answer options: ✅ It allows a policyowner to use the policy as security for a loan.

  • It permanently transfers all ownership rights to a third party.
  • It makes the beneficiary designation irrevocable.
  • It prevents the insurer from contesting the policy for fraud.

Correct answer: It allows a policyowner to use the policy as security for a loan.

Explanation: A collateral assignment allows a policyowner to use their life insurance policy as security for a loan. The lender (assignee) gets the first right to the death benefit or cash value to satisfy the debt, while any excess goes to the original beneficiary.

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