Series 65: 3.7.4.3 Purchasing Annuities

Taken from our Series 65 Online Guide

3.7.4.3 Purchasing Annuities

Annuitants may purchase an annuity in one of three ways:

Type of Annuity	How Purchased	Payout
Single Premium Deferred Annuity	Lump sum	Delayed to a later date
Periodic Payment Deferred Annuity	Weekly, monthly, or annually on a scheduled basis	Delayed to a later date
Immediate Annuity	Lump sum	Payout begins in 30 days

Note: There is no periodic payment immediate annuity.

+ Read More

More Series 65 Info

What are people saying?

Create an Account

Since you're reading about Series 65: 3.7.4.3 Purchasing Annuities, you might also be interested in:

Series 53 - VRDO Reporting Requirements

Series 24 - 2.2.1.5. Outside Activities

Series 50 - Advantages of the BABs Program

Series 53 - 6.3.1.5. Put Options and Repurchase Agreements

Series 66 - 4.2.1.4. Speculation

Series 7 - 17.6.2.3 Penny Stock Disclosure Rules

Series 65 - 5.2.1.4. Speculation

Series 7 - 3.3. Issuing Municipal Debt

Series 26 - Closed-End Fund Distributions

Series 24 - Expungement of Customer Dispute Information

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I successfully passed the test [Series 65] thanks to you guys!!!!

Chad Cook, Old West Investment Management, Los Angeles, CA

Thank you Solomon! I passed the Series 65 today on the 1st attempt. Same result as on the Series 63 I passed last year. The Solomon video lectures and exam simulator was awesome. It not only helped pass the test but helped me really understand all the material.

Gary Kilanowski. Scottsdale, AZ

I am delighted to be able to tell you that I passed my Series 65 exam on my first attempt earlier today. Although I am an experienced adviser my work has previously all been in the UK and servicing UK Expats so have had no previous experience in the US or its regulatory framework. My only resource was the Solomon Exam Prep module for Series 65. It had everything I needed including prompt (super quick) responses to queries from real people. Even on a Sunday which I find incredible. A big thank you to you and the whole staff; I have recommended you to a number of people and will continue to do so; worth every penny.

Jonathan Brookes, Hoxton Capital, Austin TX

Within a few months, I passed the SIE, Series 7, 63, 65, & 79 exams all on the first try using Solomon Exam Prep. This material will prepare you for the actual exam. I will say in many instances the practice exams are more difficult than the actual exam. Solomon and the various tracking metrics will more than help you prepare for the rigors of exam day. I highly recommend the practice exams and ability to dive back in to review weak areas. I will continue to use their products and services in the future.

Andrew Ezzat, Bank of America. Tampa, FL.

I passed the series 65 on my first attempt, thanks to the online quizzes & exams! The instant rationale feedback option really helped me think through the concepts. I highly recommend your testing material!

Ashley

I have passed the SIE, Series 63, and Series 65 all on the 1st attempt. Thank you Solomon Exam Prep! The practice tests are great and really prepare you for the real exam.

Gary Kilanowski. Scottsdale, AZ