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State RegulationsIL specificDifficulty 1/5

Under the Illinois rules governing life insurance illustrations, what is an illustration?

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

Why B is correct

50 Ill. Adm. Code 1406 governs life insurance illustrations, and an illustration is a presentation or depiction of how a policy's benefits and values would be determined over time. Its defining feature is that it may include non-guaranteed elements such as projected dividends or crediting rates, which is exactly why Illinois regulates how illustrations are prepared and presented.

Why the other options are wrong

  • A) An illustration does not amend or alter the contract; the policy and its endorsed application remain the entire contract.
  • C) Illustrations are not limited to guaranteed figures; the projection of non-guaranteed elements is what triggers regulation under 50 Ill. Adm. Code 1406.
  • D) A claim form has no relationship to the illustration rules; illustrations are sales-presentation documents.

Memory hook

An illustration shows the math — including the parts not guaranteed.

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