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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 5 of 13

Key Concepts Quiz

4. Get Selling: Annuities Key Concepts Key Concepts Quiz

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Question 1 of 4

1. Question
The parties in an annuity contract include:
- The contract owner.
- The insurance company.
- The annuitant.
- All of the above.
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Question 2 of 4

2. Question
Annuity premiums can be paid:
- As a series of payments over time.
- As a single lump sum.
- As a rollover from another investment.
- All of the above.
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Question 3 of 4

3. Question
There are three phases in an annuity contract: the accumulation phase, the penalty phase and the annuitization phase.
- True
- False
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Question 4 of 4

4. Question
Which of the following is NOT an annuity payout type?
- Withdrawals.
- Tax-free earnings.
- Periodic payouts.
- Lifetime income.
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