n NISM Certifications
NSM General NISM
Medium

What is an agent’s duty regarding assisting and advising policyholders?

Practice question from IC 38 Mock Test 14 — bank. The correct answer is highlighted below with a full explanation.

Options

  1. A

    Not assist on servicing matters

  2. B

    Only assist with claims

  3. Assist on all policy servicing matters including assignments, address changes, exercise of options

    Correct answer

  4. D

    Only help with proposal form documentation

A full explanation for this question is being written. In the meantime, the correct answer is highlighted above.

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