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  • 問題数 30 • 8/27/2024

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    問題一覧

  • 1

    What is the main purpose of prearranged funeral contract legislation?

    protect the public and ensure the security of funds

  • 2

    Which statement represents a significant distinction between “trusted pre-need” and “insurance funded pre-need” contracts?

    regulation - the insurance funded plan is regulated under a different Act than the Funeral Services Act

  • 3

    Which of the following items would not be itemized on a pre-need funeral service contract?

    grave plot

  • 4

    Within what time period must all money received on a pre-need funeral contract (less the allowable administration fee) be transferred to an authorized trustee? The money must be deposited with the authorized trustee within five days from the _______________?

    end of the penalty-free cancellation period

  • 5

    What is the maximum administration fee that can be deducted from the money paid on a pre-need funeral contract?

    15%

  • 6

    What is the “penalty free” period for the cancellation by the purchaser of a pre-need funeral contract? A purchaser may cancel a pre-need contract without penalty ______ from the date the contract is received.

    30 days

  • 7

    Who must sign funeral service contracts?

    consumer and funeral director or licensed pre-need salesperson

  • 8

    When must a copy of a funeral service contract (at-need or pre-need) be given to the purchaser?

    immediately after the contract is signed

  • 9

    When must a copy of a trusted pre-need cemetery contract be given to the purchaser?

    within 7 days after the contract is signed

  • 10

    What is a “statement of cancellation rights”?

    provisions for a purchaser’s right to cancel a pre-arranged funeral service contract

  • 11

    How much time does s funeral service or cemetery business have to refund money to a purchaser that cancels a prearranged funeral service or cemetery contract?

    15 days

  • 12

    How must a notice of cancellation of a cemetery or funeral sales contract be given?

    in writing

  • 13

    When a client give a notice of cancellation for a cemetery or funeral sales contract, when is the notice of cancellation deemed to have been given?

    when the client sends the notice

  • 14

    When must the money held in trust on a preneed sales contract be placed in trust with an authorized trustee?

    within 5 days after the 30 day cancellation period

  • 15

    For the sale of a plot or space/compartment in a cemetery, columbarium or mausoleum, how much must the owner place into the perpetual care fund?

    15%

  • 16

    For the sale of a monument or marker in a cemetery, columbarium or mausoleum, how much must the owner place into perpetual care fund?

    10%

  • 17

    What is the Compensation Fund?

    a fund set up by AFSRB that is used to reimburse clients that have suffered a loss through a preneed contract by unscrupulous funeral service businesses or through bankruptcy of the funeral firm

  • 18

    What happens to the interest earned on money held in trust on preneed sales contracts?

    it is used to cover for any cost of inflation

  • 19

    A funeral service contract must be in writing.

    True

  • 20

    A minimum of 85% of the amount paid by the consumer for a preneed funeral contract must be placed in trust by the funeral business selling the contract.

    True

  • 21

    The notice of cancellation must be by a method that will allow the purchaser to prove that the notice was given, such as registered mail, fax, or by personal delivery.

    True

  • 22

    Unlike preneed funeral contracts, atneed funeral contracts may be verbal agreements between the purchaser and the funeral director.

    False

  • 23

    The Alberta Funeral Services Regulatory Board regulates cash surrender calues for all insurance funded pre-plans.

    False

  • 24

    Salespersons who sell insurance funded pre-need funeral plans must obtain an insurance agent’s license from the Alberta Insurance Coucil.

    False

  • 25

    Insurance funded pre-need plans are usually affiliated with a specific funeral firm that guarantees funeral related services and merchandise.

    True

  • 26

    Insurance agents are duly trained and licensed to sell life insurance policies that guarantee a lump sum of money at the time of death.

    True

  • 27

    Final expense insurance can ensure the consumer that there will be sufficient funds to cover funeral expenses at the time of death.

    False

  • 28

    Final expense insurance guarantees a particular type of casket and level of service.

    False

  • 29

    Individuals and/or companies that guarantee funeral related services and merchandise at some future time must be licensed by the AFSRB.

    True

  • 30

    Any financial mechanism that funds a pre-planned funeral falls under the regulation of the Funeral Services Act and the AFSRB.

    True