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LLQP (Life Licence Qualification Program) Practice Exam · Question

What is the function of a 'Reset Option' in a Segregated Fund contract?

A 'reset' allows the contract holder to lock in market gains by increasing the guaranteed maturity and death benefit amounts to a percentage of the current mark

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Question: What is the function of a 'Reset Option' in a Segregated Fund contract?

Answer options:

  • The ability to change the beneficiary once per year.
  • The process of moving funds from a bond fund to an equity fund. ✅ The option to lock in market gains by increasing the guaranteed base.
  • The automatic cancellation of the policy if the market drops.

Correct answer: The option to lock in market gains by increasing the guaranteed base.

Explanation: A 'reset' allows the contract holder to lock in market gains by increasing the guaranteed maturity and death benefit amounts to a percentage of the current market value (if higher than the original). This also usually restarts the 10-year maturity period.

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