Which of the following must be included in a life insurance policy summary?

In a life insurance policy summary, including the name and address of the agent is essential for transparency and accountability. This information allows the policyholder to know who their point of contact is, facilitating communication between the client and the insurance company. It also ensures that the agent can be easily reached for any questions or concerns regarding the policy or to provide further assistance.

The other options point to information that is typically not required in a policy summary. The client's social security number is sensitive personal information that is not necessary to include in a summary document for privacy reasons. A summary should concisely provide key details about the policy rather than listing all previous insurance policies or documenting the client's medical history, which are typically maintained separately and are not relevant to the summary itself. Thus, the focus on the agent's information is crucial for supporting the relationship between the insurance provider and the policyholder.