Series 7 podcast · Episode 19
Variable Annuities and Life Insurance
41 min of listening
Packaged Products & Alternatives. Available inside the full CertFuel Series 7 course in the app.
Pair listening with reading
Follow along with
the written unit.
Listen at your own pace, then use the matching lesson to revisit the details. The written material includes:
- Characteristics and Insurance Features
- Separate Accounts
- Valuation of a Variable Annuity Contract
- Purchasing or Exchanging Variable Annuities
- Annuitization
- Tax Treatment of Variable Annuity Contracts
- Variable Life Insurance
- Suitability and Regulatory Requirements
Put this episode into practice with adaptive questions and flashcards in the full Series 7 course.