Texas Life & Health · Outline section
General knowledge IV: Retirement and other insurance concepts
8 scored items on the September 2026 official outline. Qualified plans, IRAs, and policy-liquidity ideas such as life settlements. A settlement is a sale of an in-force policy, not a tax label on an overfunded contract.
Official locator: Pearson VUE Texas Insurance Supplement, printed page S5, General Knowledge Section IV
Common mistakes to avoid
- Calling a life settlement a modified endowment contract.
- Mixing an automatic premium loan with a third-party sale.
- Treating group conversion as a settlement.
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