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Vasu, an insurance agent, meets with Francine, his new client.

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Vasu, an insurance agent, meets with Francine, his new client. Francine wants to purchase a disability insurance policy. Vasu helps her complete the application form. In the process, he collects all the required medical and lifestyle information on his client and wonders what he must do with the information he collected.

Which of the following options is CORRECT?

A.

Vasu must send a copy of the medical and lifestyle-related information to the insurer, his supervisor, and his client, and must keep a copy in his file.

B.

Vasu must send a copy of the medical and lifestyle-related information to the insurer, his supervisor, and keep a copy in his file.

C.

Vasu must send a copy of the medical and lifestyle-related information to the insurer and keep a copy in his file.

D.

Vasu must send a copy of the medical and lifestyle-related information to the insurer only, and he cannot keep a copy in his file.

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