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State RegulationsGA specificDifficulty 2/5

In a Georgia life insurance replacement, which of the following duties belongs to the REPLACING insurer rather than to the agent?

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Answer & full 3-part explanation (select an option above, or peek)

Why C is correct

Under Reg. 120-2-24-.06 and Reg. 120-2-24-.07, the replacing insurer — not the agent — must notify each existing insurer that a replacement is contemplated and must retain records of the replacement. The agent's separate duties toward the applicant are found in Reg. 120-2-24-.05. Distinguishing which party performs which duty is a classic examination trap on replacement questions.

Why the other options are wrong

  • A) Leaving the replacement notice with the applicant is an agent duty under Reg. 120-2-24-.05, not an insurer duty.
  • B) Obtaining the list of existing policies is likewise the replacing agent's duty under Reg. 120-2-24-.05.
  • D) The signed replacement statement is obtained by the agent as part of the application.

Memory hook

The new company tells the old company.

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