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Life InsuranceVerified · outline & fact-checked · Sep 2026Difficulty 2/5

In a universal life policy, the premium amount the insurer is contractually guaranteed never to charge more than is the:

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

Why A is correct

A universal life policy illustrates an initial (current) premium based on current interest and mortality assumptions, but the contract guarantees a maximum premium, the highest amount the insurer may ever charge. The initial illustrated premium is not guaranteed and can rise if interest rates or expenses worsen; the guaranteed maximum premium is the contractual ceiling. This distinction is fundamental to understanding the flexible-premium nature of universal life.

Why the other options are wrong

  • B) The initial illustrated premium is an estimate based on current assumptions and can change; it is not the contractual ceiling.
  • C) The target premium is the amount needed to keep the policy on target to remain in force as illustrated, but it is not a guaranteed maximum.
  • D) The minimum premium is the amount below which the policy lapses; it is not the ceiling the insurer can charge.

Memory hook

Guaranteed maximum premium = the roof on premium; the illustrated premium is just today's weather report.

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