Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

Universal life insurance combines elements from term life insurance and whole life insurance. Term policies provide a death benefit savings component, whole life policies provide

image text in transcribed
Universal life insurance combines elements from term life insurance and whole life insurance. Term policies provide a death benefit savings component, whole life policies provide a death benefit savings component, and universal policies provide a death benefit savings component. To understand how universal premiums are allocated, consider the following example. Hilary is a 45-year-old lawyer who has taken out a universal life insurance policy to protect her two children (ages 16 and 14) in the event of death. Each year, Hilary chooses how much would like to contribute to the policy, as shown by the first row of the table below. The insurance company subtracts from this an administrative fee along with the cost of the death benefit (the portion of the policy) then puts the remainder into the cash value (or 7) portion of the policy. This money eams interest at a rate of retum. Based on the given information, calculate the amount that is added to the cash value portion of the policy in each of the first three years. Year 1 Year 2 Year 3 $2,508 $2,141 $1,777 $85 $85 Premium (annual contribution) Administrative fee Cost of death benefit Amount added to cash value $85 $140 $140 $140 $ $ $ The cost of the death benefit portion of universal policies is only fixed for certain periods and rises with age, as is the case with life insurance poloes. Suppose that in the 6th year of her policy, her cost of death benefit has risen substantially. At the same time, she is helping to pay her mother's medical expenses after a major surgery and currently cannot afford to pay her life insurance premium True or False: Under the terms of a standard universal policy, if Hilary stops paying her premiums, then the administrative fee and cost of death benefit will be deducted from the savings portion of her policy (assuming sufficient cash value accumulation) and the policy will remain active O True 3 & 49 A

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access to Expert-Tailored Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image

Step: 3

blur-text-image

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Recommended Textbook for

Multinational Finance

Authors: Kirt C. Butler

3rd Edition

0324177453, 978-0324177459

More Books

Students also viewed these Finance questions

Question

1. What are the pros and cons of diversity for an organisation?

Answered: 1 week ago

Question

1. Explain the concept of diversity and equality in the workplace.

Answered: 1 week ago