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ASEW · Rationale for Individual Life Plans
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Rationale for Individual Life Plans

Why two single policies are often preferable to joint, and when joint is still appropriate.

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Key points

Question 3

Which term matches: "each person keeps their own policy; a joint policy complicates matters"

Question 4

What does "Better for estate planning" mean?

Question 5

Match each term in "Key points" to its meaning

Tap a term, then tap its matching definition.

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What the exam tests

Why two single policies are often preferable to joint, and when joint is still appropriate.

Question 7

True or false?

Why two single policies are often preferable to joint, and when joint is still appropriate