Evergreen Insurance Prep

North Carolina Life & Health Insurance License, Practice Exams

North Carolina Life and Accident & Health/Sickness producer licensing. General insurance knowledge plus the North Carolina General Statutes (Chapter 58), authored from public-domain statutes.

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Each module is scored separately here so you know exactly where you stand. To pass the real North Carolina exam you need 70%.

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The free sample gives you about 20 questions per module. The full bank contains every question — general insurance plus state law — with written, statute-cited explanations. $49, one time, lifetime access on up to 3 devices — every state and line we add later included.

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Frequently asked questions

How is the North Carolina producer licensing exam structured?

North Carolina licenses Life and Accident & Health/Sickness as separate Pearson VUE exams. Each is a two-part test (a general insurance section and a North Carolina law section) of 55 scored questions, runs 1 hour 15 minutes, and requires an overall score of 70% (at least 39 of 55) to pass. This bank covers the general insurance material and the North Carolina law for both lines.

What score do I need to pass?

You need 70%. Practice each module to that level and run the full exam simulation before your test date.

Are these real exam questions?

No vendor publishes the live exam. Every question here is original, written to the official content outline and grounded in public-domain sources — including the North Carolina General Statutes (Chapter 58) for the state-law questions, with the statute section cited in each explanation.

How many practice questions are included?

The full North Carolina bank contains 1301 questions (general insurance plus North Carolina law), with written, source-cited explanations. The free sample gives you about 20 questions per module.

What does access cost?

$49, one time, for lifetime access — and it includes every state and line we add later, at no extra charge. No subscription.

Can I use it on more than one device?

Yes. One purchase works on up to 3 of your devices, for example your laptop, phone and tablet, so you can practise wherever you are. Your progress is saved on each device.

Do I need to create an account?

No. The practice tests run in your browser with no signup. Your score history is saved on your own device.

Sample North Carolina Life & Health Insurance License practice questions

A selection of free questions with answers and explanations. Use the interactive modules above for timed, scored drills.

Annuitization differs from a systematic withdrawal because annuitization:

  1. Converts the account into a guaranteed stream of income payments ✓
  2. Lets the owner take any amount at any time with no schedule at all
  3. Always returns the full account value in one immediate lump sum
  4. Permanently freezes the account so no further access is possible

Why: Annuitization exchanges the accumulated value for a guaranteed income stream; systematic withdrawal keeps the account and takes flexible amounts.

A family income policy combines whole life with:

  1. Decreasing term that pays a monthly income through the end of the period ✓
  2. A separate variable account invested in the insurer's stock portfolio
  3. An annuity that begins paying the children at their age of majority
  4. Level term coverage that automatically increases with inflation each year

Why: A family income policy adds decreasing term to whole life; if the insured dies during the period, it pays monthly income to the end of the period, then the face amount.

Three children are named 'per stirpes.' One child dies before the insured, leaving two children. Each surviving child gets 1/3, and the deceased child's 1/3 is:

  1. Split between that child's two children ✓
  2. Divided among the two surviving children
  3. Paid to the insured's estate
  4. Kept by the insurer

Why: Per stirpes passes a deceased beneficiary's share to that beneficiary's descendants — here, the deceased child's two children split the 1/3.

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A North Carolina long-term care policy may not exclude coverage for a loss or confinement that is the result of a pre-existing condition unless the loss or confinement begins within what period following the effective date of coverage?

  1. Twelve months
  2. Eighteen months
  3. Six months ✓
  4. Twenty-four months

Why: G.S. 58-55-30(c)(2) bars excluding coverage for a pre-existing-condition loss or confinement unless it begins within six months following the effective date of coverage.

Under North Carolina's utilization review law, prospective and concurrent review determinations must be communicated to the covered person's provider within how long after the insurer obtains all necessary information?

  1. Three business days ✓
  2. Two business days
  3. Five business days
  4. Seven business days

Why: G.S. 58-50-61(f) requires prospective and concurrent determinations to be communicated to the covered person's provider within three business days after the insurer obtains all necessary information.

An agent, to induce a sale, promises a prospect a special advantage in dividends that is not specified in the life policy contract. This conduct is prohibited as:

  1. Defamation
  2. A rebate ✓
  3. An unfair claim settlement practice
  4. A false financial statement

Why: G.S. 58-63-15(8)a prohibits giving or offering, as an inducement, any special favor or advantage in the dividends or other benefits not specified in the contract.

In an equity-indexed annuity, the 'cap rate' is the:

  1. Maximum interest rate credited even if the index rises more ✓
  2. Minimum guaranteed rate in a down year
  3. Percentage of the index gain that is credited in most situations
  4. Surrender charge in the first contract year

Why: The cap is the ceiling on credited interest; the participation rate sets the share of the gain and the floor sets the minimum.

A policy names three siblings as equal beneficiaries 'per capita.' One sibling dies before the insured. At the insured's death, the proceeds are:

  1. Split equally between the two surviving siblings ✓
  2. Paid one-third to the deceased sibling's children
  3. Sent entirely to the insured's estate
  4. Held by the insurer until probate concludes

Why: Per capita divides proceeds only among surviving named beneficiaries, so the two survivors split the full death benefit.

Under G.S. 58-33-135, the Commissioner shall appoint how many continuing education advisory committees?

  1. One combined committee for all lines unless an exception clearly applies for the coverage that is in force according to the insurer's rules
  2. Three — property, casualty, and life
  3. Two — one for property and casualty licensees and one for life and accident and health or sickness licensees ✓
  4. One committee per line of authority

Why: G.S. 58-33-135(a) requires one advisory committee for property and casualty licensees and one for life and accident and health or sickness licensees.

A worker contributes to an HSA, then uses the funds for a non-qualified expense before age 65. The withdrawal is:

  1. Taxable and subject to an additional penalty ✓
  2. Completely tax-free in all cases
  3. Deductible as a medical expense
  4. Exempt because it is the worker's own money

Why: Non-qualified HSA withdrawals before 65 are taxable and subject to an additional 20% penalty; qualified medical withdrawals are tax-free.

A bank tells a borrower the loan will be approved only if they buy the lender's insurance. This unfair practice is:

  1. Coercion ✓
  2. Rebating
  3. Twisting
  4. Defamation

Why: Using economic force — conditioning a loan on buying particular insurance — is coercion.

An employee has $150,000 of employer-paid group term life. How much of that coverage is subject to imputed taxable income?

  1. $100,000 ✓
  2. $150,000
  3. $50,000
  4. $0

Why: The first $50,000 of employer-paid group term life is tax-free; the cost of the remaining $100,000 is imputed income (per IRS Table I).

After a health policy is reinstated, losses from sickness are covered:

  1. Only if the sickness begins more than 10 days after reinstatement ✓
  2. Immediately, with no waiting of any kind after reinstatement
  3. Only after a new full two-year contestable period has elapsed
  4. Never, because reinstated policies exclude sickness entirely

Why: On reinstatement, accidents are covered immediately, but sickness is covered only if it begins more than 10 days after the reinstatement date.

Under G.S. 58-58-146, what must every individual annuity contract contain as part of the contract?

  1. The agent's appointment certificate
  2. The original or a reproduction of the application ✓
  3. A copy of the Buyer's Guide
  4. A signed suitability questionnaire

Why: G.S. 58-58-146(a) requires every annuity contract subject to the section to contain as part of the contract the original or reproduction of the application.

An unallocated annuity contract issued in connection with a plan protected under the federal Pension Benefit Guaranty Corporation (PBGC) is:

  1. Covered up to $5,000,000
  2. Excluded from Guaranty Association coverage ✓
  3. Covered up to $300,000 per participant
  4. Covered only if the PBGC has begun making payments

Why: G.S. 58-62-21(c)(7) excludes any unallocated annuity contract issued to or in connection with a benefit plan protected under the PBGC, regardless of whether the PBGC has yet become liable.

An applicant who smokes a pack of cigarettes daily will most likely be classified as:

  1. A substandard (rated) risk ✓
  2. A preferred risk
  3. An automatically declined risk
  4. A standard risk with no adjustment

Why: Tobacco use raises mortality risk, typically placing the applicant in a substandard/rated class with a higher premium.

When does North Carolina group continuation coverage take effect once the employee elects it and makes the first contribution?

  1. On the first of the month following election
  2. On the date the election is received by the insurer
  3. Retroactive to the date of termination or loss of eligibility ✓
  4. After a 30-day waiting period

Why: G.S. 58-53-10 states the employee or member shall make the first contribution upon election and that the coverage shall be retroactive to the date of termination or loss of eligibility.

The evidence of coverage must disclose any limitations on services or benefits, including which cost-sharing features?

  1. Any deductible or copayment feature ✓
  2. Only the annual premium amount
  3. The HMO's loss ratio
  4. The provider's capitation rate

Why: G.S. 58-67-50(a)(3)b.2 requires the evidence of coverage to state any limitations on the services or benefits to be provided, including any deductible or copayment feature.

The key distinction between an agent and a broker is that an agent:

  1. Legally represents the insurer, while a broker represents the client ✓
  2. Represents the client, while a broker represents the insurer
  3. Can never be paid any commission for placing coverage
  4. Is prohibited from selling more than one line of insurance

Why: An agent is the insurer's legal representative (acting under an agency contract); a broker represents the insurance buyer in seeking coverage.

Annuity suitability rules require a producer recommending an annuity to:

  1. Have reasonable grounds that it fits the consumer's financial needs and situation ✓
  2. Recommend whichever annuity product happens to pay the producer the highest available commission
  3. Sell only immediate annuities to consumers over the age of sixty
  4. Guarantee the annuity will outperform every available alternative

Why: Suitability standards require the recommendation be appropriate based on the consumer's financial situation, needs, and objectives.

An absolute assignment of a life insurance policy:

  1. Transfers all ownership rights to the assignee ✓
  2. Temporarily pledges the policy to a lender solely as security for a loan
  3. Lets the original owner revoke the transfer at any time in the future
  4. Applies only to the cash value and never to the policy's death benefit

Why: An absolute assignment is a complete, permanent transfer of all ownership rights; a collateral assignment is only a temporary, partial pledge.

Under the endorsement method of a split-dollar plan, the policy is:

  1. Owned by the employer, which endorses part of the death benefit to the employee's beneficiary ✓
  2. Owned by the employee personally, who then assigns the entire policy back to the employer as collateral security for a loan
  3. Held in an irrevocable trust outside the reach of both parties
  4. Required to lapse automatically when the employee retires

Why: In endorsement split-dollar the employer owns and controls the policy and endorses a portion of the death benefit to the employee's named beneficiary.

Before issuing or continuing an HMO license, what condition does the statute place on the payment of the license?

  1. Payment of the application fee prescribed in G.S. 58-67-160 ✓
  2. Posting of a surety bond equal to net worth in most situations
  3. Approval by a majority of enrollees
  4. Filing of the prior year's tax return

Why: G.S. 58-67-20(a) provides that the Commissioner shall issue a license upon payment of the application fee prescribed in G.S. 58-67-160 and upon being satisfied on the enumerated points.

A child (children's) term rider added to a parent's life policy:

  1. Provides level term coverage on the insured's children for a small added premium ✓
  2. Pays the parent a monthly income benefit until each child turns eighteen
  3. Automatically converts the parent's policy into a joint survivorship plan
  4. Waives the parent's premiums whenever a covered child becomes ill

Why: A child term rider covers the insured's children under one rider, usually convertible to permanent coverage without evidence.

Under North Carolina law, a covered person must file a request for a standard external review with the Commissioner within how many days after receiving the required notice of the right to external review?

  1. 60 days
  2. 90 days
  3. 180 days
  4. 120 days ✓

Why: G.S. 58-50-80(a) provides that within 120 days after the date of receipt of the notice under G.S. 58-50-77, a covered person may file a request for an external review with the Commissioner.

A survivorship (second-to-die) life policy pays the death benefit when:

  1. The first insured dies
  2. The second insured dies ✓
  3. Either insured becomes disabled
  4. The policy is surrendered

Why: Survivorship pays at the second death; it is common in estate planning to fund estate taxes.

For purposes of the Guaranty Association limits, benefits provided by a long-term care rider attached to a life insurance policy are treated as:

  1. A separate health benefit plan benefit with a $500,000 cap in that particular circumstance
  2. A separate annuity benefit
  3. The same type of benefits as the base life insurance policy to which the rider relates ✓
  4. Excluded from coverage entirely

Why: G.S. 58-62-21(d)(8) provides that a long-term care rider's benefits are considered the same type of benefit as the base life policy or annuity contract to which it relates.

Which type of policy is NOT subject to the Standard Nonforfeiture Law for Life Insurance?

  1. A single-premium whole life policy unless an exception clearly applies for the coverage that is in force according to the insurer's rules
  2. A term policy of uniform amount of 20 years or less with no guaranteed nonforfeiture or endowment benefits ✓
  3. A 30-pay whole life policy
  4. An ordinary endowment at age 65

Why: G.S. 58-58-55(g)(6) exempts a term policy of uniform amount, of 20 years or less, that provides no guaranteed nonforfeiture or endowment benefits.

When an agent takes an annuity application in North Carolina, the application form must include the agent's certificate that the agent has done what?

  1. Obtained Commissioner pre-approval of the sale
  2. Truly and accurately recorded the information provided by the annuitant or proposed owner ✓
  3. Disclosed the agent's commission to the applicant unless an exception clearly applies for the coverage that is in force
  4. Verified the applicant's net worth independently

Why: G.S. 58-58-146(a) requires the agent's certificate that the agent has truly and accurately recorded on the application form the information provided by the annuitant or proposed owner.

An annuitant has an $80,000 basis and a $200,000 expected return. Of each $10,000 payment, the taxable amount is:

  1. $6,000 ✓
  2. $4,000
  3. $10,000
  4. $2,000

Why: Exclusion ratio = 80,000/200,000 = 40%; $4,000 excluded, $6,000 taxable per payment.