SERIES 65 EXAM CONTAINS QUESTIONS ON ANNUITIES. BE PREPARED!

Taking the series 65 Exam in the near future? Yes? Then be prepared for questions about annuities, not only fixed and variable annuities, but also equity indexed annuities (EIA) and registered index-linked annuities (RILA).

How do I know that the Series 65 Exam includes annuity questions? I know this because NASAA publishes Test Specifications for the Series 65 that include Section II (M) (1) (1.1-1.3) which lists definitions and types of annuities. 

Here is the link to NASAA's new Series 65 Test Specifications. 

Bob Eder covers Annuities in Study for the Series 65 Exam, and here is a sample of Bob Eder's treatment:

Equity Index Annuities (EIA)                                                                         II (M) (1) (1.3)

Anequity-indexed annuity is a variation of a fixed annuity. An insurance companyguarantees an annuitant a certain low rate of interest or return, between oneand three percent. Additionally, it ties this rate to a stock market index,such as the S&P 500. If stocks go up, the insurance company may pay ahigher rate as explained and set forth in the annuity contract. Thus there is aminimum rate of interest that the owner of an EIA will receive.

Study for the Series 65 Exam is available from Amazon in both paperback and Kindle e-book versions. Here is the link to Bob Eder's book on Amazon.

For questions about Bob Eder's Series 65 manual,  Study for the Series 65 Exam,  or questions in general about the Series 65 Exam, or about Annuities, feel free to email Bob Eder at bobeder@bobeder.net.

Bob Eder received his Juris Doctor (J.D.) degree from the University of Utah, Quinney College of Law, in 2001. See Bob Eder's Author Page on Amazon.com.