Series 65 Exam Prep - Annuities, Variable, Fixed & Equity Indexed

Series 65 Exam Prep - Annuities, Variable, Fixed & Equity Indexed. Annuities can be a tough topic for some on the Series 65, Series 66, Series 6 or Series 7, especially if you don't have specific insurance industry experience. So many things to think about! Qualified, Non-Qualified, Variable, Fixed, Annuitization, Assumed Interest Rate, and Equity Index Annutities, plus all of the differing tax things to think about for each one. In this video I go over the facts on Annuities I am memorizing as part of my Series 65 test prep #TonyDenaro #Series65 #Annuities

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1) Link to sign up for Achievable Test Prep: https://bit.ly/3nJeMjB
2) Topics covered on the Series 65 (from NASAA): https://www.nasaa.org/wp-content/uploads/2023/02/Series-65-Outline-June-2023.pdf
3) Tony's video Why I am Taking the Series 65 Exam: https://youtu.be/RIozdMlqkN8
4) Tony's video on passing the SIE Exam: https://youtu.be/qGX6NdOXzlA

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DISCLAIMER: Content, strategies and opinions on this channel are for entertainment purposes only. These are Tony's opinions, not specific investment or legal advice for you. Always do your own due diligence, read company filings and financial statements and seek a duly licensed professional for investment, tax or legal advice. Past performance is not a predictor of future results. This is not personalized but rather general educational and informational material.