Series 7 Exam ( Variable Annuities ) #series7exam #annuity

To pass the Series 7 Exam you absolutely need to understand the annuity section. Annuities are heavily tested on the Series 7 Exam along with mutual funds.

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0:00 Intro
0:40 What are annuities?
1:40 Non qualified
1:09 Fixed annuity
3:16 Fixed vs Variable
4:02 Lump sum
4:45 Accumulation & Annuitization phase
15:51 Assumed interest rate
18:40 Taxable
19:35 Suitability
20:09 Principle Approval
20:59 1035 Exchange

[mikeabate]

Just went over this today. You Couldn’t have come out with this video at a better time. Thanks Ken

[tatyfurtado]

hahaha the beginning cracked me up. You're crazy. Thanks for the lesson.

[jordantaylor]

I just wanted to say I really appreciate your time on all these videos. I was also wondering if you have made a video on all the retirement accounts. IRAs, 529s 401 etc.

[wradabaugh]

"OSJ, not fu**ing FINRA!" Ken, your videos are always entertaining, thank you for bringing life to dry material!

[droopygg]

I actually giggled a little when you said some of us will be stuck with AD Banker. That’s what I had to use for my life insurance training 😂

[IrenaDavydova-xn]

Thank you - always great way to teach us

[pcdihealth]

On lesson number two and I am truly enjoying this friend. Where are you practicing? I will definitely tell people to come to you for a policy. You know your stuff.

[waygo]

this is big. I take the exam tmrw. thank you ken! hope ill be done with this after tmrw

[HoodieBillsGaming]

Just go a 33% on my Kaplan quiz thank you I’ll watch this

[cadenkipp]

Hi Ken! Question on the AIR for annuities. I watched the example and saw if your separate account rate is lower your payment declines. My question is, can you ever go lower than your initial payment? In the example first one is $416. Say you had consecutive bad months, can your monthly payment ever go below your first initial? Or does it limit it to that starting amount?

[briantate]

Does the Series 7 test go into life insurance and variable life insurance?

[xgummmmybear]

Is it just me or does the video screen get a bit cut off at around 5:00?

[Lori_Kirstein]

Man, I don't know what is wrong with people but the ones I tell are like, "oh, that's nice, " and they go back to the book only. I. DON'T. GET. IT! But I'll keep trying!😜