Florida Life and Health Insurance License Practice Test

Disable ads (and more) with a membership for a one time $4.99 payment

Master the Florida Life and Health Insurance License Exam with our comprehensive practice test guide. Ensure your success with expert tips, detailed study materials, and realistic practice questions designed to mimic the actual exam.

Practice this question and more.

According to Florida law, which information is NOT required by an agent recommending an annuity purchase?

Financial status
Marital status
Occupation
Age

The correct answer is: Marital status

Agents recommending an annuity purchase in Florida are required by law to obtain and record information such as the client's financial status, occupation, and age. However, marital status is not information that is required to be obtained or recorded. This could be because marital status may not be a determining factor in the suitability or needs of the client for an annuity, whereas the other options may provide valuable information in this regard. Therefore, option B is not required by Florida law for an agent to obtain when recommending an annuity purchase.