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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 12 of 13

What is Suitability? Quiz

4. Get Selling: Annuities What is Suitability? What is Suitability? Quiz

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Question 1 of 5

1. Question
Who is suitability meant to protect?
- The annuity owner.
- The annuity beneficiary.
- The annuity owner’s children.
- The annuity owner’s tax advisor.
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Question 2 of 5

2. Question
Which of the following is a reason that annuity suitability is important?
- Your commission is so high.
- You are giving tax advice regarding the product.
- Annuity products vary in complexity.
- You are only licensed to sell life insurance, not annuities.
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Question 3 of 5

3. Question
All of the following are factors that affect suitability EXCEPT:
- Age.
- Race.
- Financial objectives.
- Liquidity needs.
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Question 4 of 5

4. Question
Which organization(s) require annuity suitability training.
- The IRS.
- NASA.
- NAIC.
- A and B.
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Question 5 of 5

5. Question
Annuity suitability training is NOT required by the carrier before you can submit an annuity application.
- True
- False
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