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Question 1 of 25
1. Question
Which of the following best describes some of the appealing aspects of annuity contracts?
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Question 2 of 25
2. Question
Which of the following is not a reason to use annuity contracts in retirement planning?
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Question 3 of 25
3. Question
Generally, non-qualified annuities do not limit which of the following?
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Question 4 of 25
4. Question
Which of the following best describes the way the IRS views premature withdrawals from qualified plans when compared to similar withdrawals from non-qualified plans?
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Question 5 of 25
5. Question
What is generally true of exchanging policies?
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Question 6 of 25
6. Question
In non-qualified contracts, when the owner dies during the accumulation phase, how much time is allowed for the distribution of the owners death benefit?
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Question 7 of 25
7. Question
Why do annuity investments grow to a larger sum than similarly sized investments in CDs?
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Question 8 of 25
8. Question
Which of the following is a goal of careful annuity contract structuring and titling?
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Question 9 of 25
9. Question
Qualified plans within retirement plans function in what way?
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Question 10 of 25
10. Question
What is compound interest?
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Question 11 of 25
11. Question
What is a tax-deferred investment?
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Question 12 of 25
12. Question
What is the tax status of investments in annuities?
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Question 13 of 25
13. Question
What is the name of a simple formula that is an easy way to show how long it will take one dollar to grow into two dollars in tax-deferred investments?
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Question 14 of 25
14. Question
What is the difference between the taxation of tax-deferred investments and tax-free investments?
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Question 15 of 25
15. Question
What are the two phases of an annuity?
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Question 16 of 25
16. Question
A distribution option that allows a client to receive checks until the death of the annuitant and then give any remaining balance to the insurance company is known as which of the following?
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Question 17 of 25
17. Question
A distribution option that ensures at least a minimum payout, regardless of who dies when, is known as which of the following?
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Question 18 of 25
18. Question
Younger annuity owners have which advantage?
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Question 19 of 25
19. Question
Seniors wishing to limit their risk should invest in which of the following?
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Question 20 of 25
20. Question
Which of the following should NOT be the focus of a senior citizens investment portfolio?
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Question 21 of 25
21. Question
Ethically, who is responsible for making sure a senior client is making an informed decision?
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Question 22 of 25
22. Question
Insurance sales should be which of the following?
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Question 23 of 25
23. Question
What is the role of annuities within retirement plans?
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Question 24 of 25
24. Question
Which of the following investments would double in value the fastest if they were all invested in the same rate?
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Question 25 of 25
25. Question
Clients who are experienced investors might get the most value out of which of the following?
