Texas Life & Health · Outline section
General knowledge VIII: Other insurance concepts
5 scored items on the September 2026 official outline. Tax treatment of life proceeds and related concepts. A lump-sum death benefit is generally excluded from income; interest that accrues after death is not.
Official locator: Pearson VUE Texas Insurance Supplement, printed page S5, General Knowledge Section VIII
Mix-ups this section punishes
- Taxing the entire death benefit as ordinary income.
- Excluding post-death interest along with the principal.
- Reversing which piece is taxable.
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