PolicyBros.in

IRDAI IC-38 Exam Preparation

Everything you need to clear the IRDAI IC-38 agent licensing exam on your first attempt.

Exam Overview

50

Questions

1 hr

Duration

35/50

Pass Mark (70%)

MCQ

Format

Complete Syllabus

Chapter 1: Insurance. Concept & Evolution

10%
  • Definition of insurance
  • History and evolution
  • Role of insurance in economic development
  • Types of insurance (life, general, health)

Chapter 2: Principles of Life Insurance

15%
  • Insurable interest
  • Utmost good faith
  • Indemnity
  • Subrogation
  • Contribution
  • Proximate cause

Chapter 3: Types of Life Insurance Products

20%
  • Term plans
  • Endowment plans
  • Money back
  • ULIP
  • Pension
  • Whole life
  • Group insurance
  • Micro insurance

Chapter 4: Life Insurance Underwriting

10%
  • Risk assessment
  • Medical underwriting
  • Financial underwriting
  • Moral hazard
  • Standard and sub-standard lives

Chapter 5: Policy Document & Conditions

15%
  • Policy provisions
  • Nomination and assignment
  • Lapse and revival
  • Surrender and paid-up value
  • Loan against policy
  • Riders and add-ons

Chapter 6: Regulatory Framework

10%
  • IRDAI. role and powers
  • Insurance Act 1938
  • Insurance Amendment Act 2015
  • Policyholder protection regulations
  • Licensing of agents

Chapter 7: Claims Settlement

10%
  • Types of claims
  • Claim process
  • Documents required
  • Settlement options
  • Repudiation of claims
  • Grievance redressal

Chapter 8: Agent's Role & Ethics

10%
  • Code of conduct for agents
  • Ethical selling practices
  • Disclosure requirements
  • Mis-selling and consequences
  • Agent licensing and renewal

Sample Practice Questions

Q1: Which principle of insurance states that the insured must disclose all material facts?

Answer: Utmost Good Faith (Uberrima Fides)

The insured must truthfully disclose all relevant information. Hiding facts can void the policy.

Q2: A policyholder can take a loan against an LIC policy after paying premiums for how many years?

Answer: After 3 years of premium payment (when surrender value is acquired)

The policy acquires surrender value typically after 3 years, enabling loan facility.

Q3: What is the maximum commission an agent can earn on the first year premium of an endowment plan?

Answer: 35% of the first year premium

IRDAI caps first-year commission at 35% for traditional plans. Renewal is 5-7.5%.

Q4: Under which section of the Income Tax Act are life insurance premiums eligible for tax deduction?

Answer: Section 80C

Premiums up to ₹1.5 lakh per year are deductible under Section 80C (old tax regime).

Q5: What is the free-look period for a life insurance policy in India?

Answer: 15 days (30 days for online/distance marketing policies)

If unhappy with the policy, you can return it within this period for a full refund minus proportionate charges.

Exam Day Tips

  • The exam is 50 multiple-choice questions, 1 hour duration
  • You need 35 out of 50 to pass (70%)
  • Questions are in English and Hindi. choose your preferred language
  • Focus on Chapters 3, 5, and 6. they carry the most weight
  • Understand the difference between all plan types thoroughly
  • Know the key IRDAI regulations and policyholder rights
  • Practice with mock tests. the exam format is straightforward
  • Don't memorize. understand concepts. Questions test understanding, not rote learning
  • Carry your Aadhaar card and admit card to the exam center
  • Results are typically available within 24-48 hours

This is a study guide based on the IC-38 syllabus. For the official syllabus and study material, visit the Insurance Institute of India (III) website or contact your Development Officer.