Скачать с ютуб Variable Annuities - SIE Exam, Series 6 Exam, Series 7 Exam, Series 65 Exam, and Series 66 Exam Prep в хорошем качестве

Variable Annuities - SIE Exam, Series 6 Exam, Series 7 Exam, Series 65 Exam, and Series 66 Exam Prep

Must watch next    • Series 7 Exam Prep Mutual Funds, REIT...   Time stamps: 00:00 Intro 1:17 Fixed annuities 3:12 Variable annuities 3:26 Separate or sub account is a mutual fund. Investment risk is assumed by the annuitant 4:10 Registrations to sell securities (Series 6 or Series 7) and insurance required to sell variable annuities 5:10 Comparison and contrast of a fixed annuity versus a variable annuity 6:00 Series 65/66 Equity Index Annuity 7:27 Tax Deferred Annuity versus a Tax Sheltered Annuity 8:00 Cost basis in a non-qualified variable annuity 10:07 Tax deferred growth 10:20 Eligibility of employees of 403b educational institutions and 501c charitable organizations 11:25 Pretax funding. No or zero cost basis 12:35 Funding a variable annuity 14:01 High expense structure 14:42 Life only results in largest monthly payment 15:08 Sperate account is a mutual fund 16:00 Pay out phase 16:52 Assumed Interest Rate (AIR) 17:06 Performance versus the AIR and how it effects monthy check 21:00 Taxation of distributions 22:46 Lump sum 23:20 LIFO 24:37 Exclusion ratio 25:41 Suitability