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

A policyowner purchases a variable life insurance policy funded through a separate account. Which party assumes the investment risk on the premiums placed in the separate account?

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

Why A is correct

In variable life insurance, premiums are invested in a separate account made up of securities such as mutual funds, and the policyowner assumes the investment risk. The cash value and, subject to a guaranteed minimum, the death benefit fluctuate with the performance of those underlying investments. The insurer provides the policy mechanics and guarantees only minimum amounts; it does not guarantee a return on the separate account. Licensing and securities registration issues are addressed under objective LIFE-II.B.2.

Why the other options are wrong

  • B) The insurer does not guarantee a return on separate account funds; investment risk sits with the policyowner, not the insurer.
  • C) No federal agency guarantees variable life cash values or returns; these are securities, not federally insured deposits.
  • D) The agent recommends subaccounts but does not bear the investment risk or guarantee performance.

Memory hook

Variable life = variable risk. The policyowner rides the market; the insurer just runs the machine.

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