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1) A policyowner elects the extended term insurance option for a policy having a

ID: 2709268 • Letter: 1

Question

1) A policyowner elects the extended term insurance option for a policy having a $30,000 cash value, a $100,000 face amount, and indebtedness of $10,000. How much extended term insurance will be provided?

2) A policyowner elects the extended term insurance option for a policy having a $30,000 cash value, a $100,000 face amount, and indebtedness of $10,000. How much will be available to purchase the extended term coverage?

3) Joe is using the capital needs (non-liquidating) approach to determine how much life insurance to purchase. Joe would like to provide $65,000 per year to his family, forever, if he dies. The assets that he owns today will provide $20,000 in annual income without liquidation of these assets. If life insurance proceeds can be invested to earn a 5 percent annual return, how much life insurance should Richard purchase to fund the additional income needed to meet the $65,000 annual income goal?

4) A policyowner intends to surrender her policy with a reported $60,000 cash value. She took out a $10,000 policy loan 2 years ago that has an 8 percent fixed policy loan interest rate. None of the loan has been repaid, and there are no applicable surrender charges. How much will she receive as a result of surrendering the policy?

Explanation / Answer

Answer:1 extended term insurance

Net Cash Value = Cash Value of the Policy – Debt Raised against the Policy – Administrative Charges in Conversion

=30000-10000

=20000

Answer:2 100000-20000=80000