Explore the comprehensive structure and features of variable annuities, including investment options, tax-deferred growth, and income payments, to master the Series 6 Exam.
Explore the intricacies of 1035 exchanges, a tax-free mechanism for transferring funds between insurance contracts. Learn about eligible exchanges, tax implications, suitability considerations, and regulatory guidelines to ensure optimal client outcomes.
Explore fixed annuities, a cornerstone of retirement planning, offering guaranteed interest rates and payments. Understand the insurer's role in assuming investment risk and the safety and predictability of these financial products.