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CTFA · Question #7

CTFA Question #7: Real Exam Question with Answer & Explanation

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Question

Apart from comparing cover and costs, what other key factor should usually be considered if a financial adviser intends to recommend that a client cancels an existing term assurance policy and replaces it with a new one?

Options

  • AThe insurable interest
  • BThe underwriting requirements
  • CThe secondhand policy market value
  • DThe chargeable gains

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