Selling Variable Annuity

Series 6 and Series 63 accreditations are necessary for anyone who wants to sell mutual funds, variable annuities, and variable life insurance contracts.The Boston Institute of Finance Mutual Fund Advisor Course has refined and improved the study materials for these exams to the point where this course is arguably the best product available for preparing for the Series 6 and Series 63 exams. The study guide contains seven chapters that parallel the content of the exams Each chapter includes review questions and provides the core knowledge necessary to pass the exams The associated test-prep Web course provides sample test questions and tips that will help you get a better feel for the actual exams Filled with in-depth insight and expert guidance, the Boston Institute of Finance Mutual Fund Advisor Course is the only guide you'll need to pass the Series 6 and Series 63 exams.

Private annuity trust - A private annuity trust (PAT) enables the value of highly appreciated assets, such as real estate, collectables or an investment portfolio, to be realized without selling and incurring substantial taxes from their sale.

Auction - An auction is the process of buying and selling things by offering them up for bid, taking bids, and then selling the item to the highest bidder. In economic theory an auction is a method for determining the value of a commodity that has an undetermined or variable price.

Dependent variable - In experimental design, a dependent variable is a variable dependent on another variable (called the independent variable). In simple terms the independent variable will cause an apparent change in the dependent variable, hence it needs a catalyst in order to change.

Antecedent variable - An antecedent variable is a variable that occurs before the independent variable and the dependent variable.

sellingvariableannuity

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