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4. Get Selling: Annuities

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Introduction To Annuities

1 Quiz
- Introduction To Annuities Quiz
Overview

1 Quiz
- Overview Quiz
Annuity Myths

1 Quiz
- Annuity Myths Quiz
Reasons to Buy an Annuity

1 Quiz
- Reasons to Buy an Annuity Quiz
Key Concepts

1 Quiz
- Key Concepts Quiz
Types of Annuities

1 Quiz
- Types of Annuities Quiz
Indexed Crediting Strategy

1 Quiz
- Indexed Crediting Strategy Quiz
Funding an Annuity

1 Quiz
- Funding an Annuity Quiz
Annuity Payouts

1 Quiz
- Annuity Payouts Quiz
Disbursement / Annuitization

1 Quiz
- Disbursement / Annuitization Quiz
Tax Considerations

1 Quiz
- Tax Considerations Quiz
What is Suitability?

1 Quiz
- What is Suitability? Quiz
Uses for Annuities

1 Quiz
- Uses for Annuities Quiz

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Quiz 10 of 13

Disbursement / Annuitization Quiz

4. Get Selling: Annuities Disbursement / Annuitization Disbursement / Annuitization Quiz

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Question 1 of 5

1. Question
During the annuitization phase, disbursement can occur during all of the following periods EXCEPT?
- Daily.
- Monthly.
- Quarterly.
- Annually.
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Question 2 of 5

2. Question
The annuity contract owner decides whether to begin annuitization immediately or after a period of accumulation.
- True
- Fasle
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Question 3 of 5

3. Question
Which of the following statements best describes a deferred annuity?
- A deferred annuity is suitable for a short-term investment.
- A deferred annuity is suitable for a long-term investment.
- A deferred annuity is not subject to a minimum distribution at age 72.
- A deferred annuity is subject to penalties of 10% on withdrawals prior to age 69 ½.
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Question 4 of 5

4. Question
When does the Joint-Life option for annuitization payouts begin?
- After 10 years of accumulation.
- After the first spouse dies.
- After the second spouse dies.
- When the first spouse retires.
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Question 5 of 5

5. Question
For Period Certain payouts, how long do the payouts continue?
- 5 years.
- 10 years.
- 20 years.
- For the number of years specified by the annuity owner.
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