Florida Life and Health Insurance License Practice Test

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Prepare for the Florida Life and Health Insurance License Test. Study with flashcards and multiple choice questions, each with hints and explanations. Get ready for your certification exam with ease!

Each practice test/flash card set has 50 randomly selected questions from a bank of over 500. You'll get a new set of questions each time!

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.