Series 26: Deferred Variable Annuities

Taken from our Series 26 Online Guide

Deferred Variable Annuities

More to the point for a Series 26 Principal is the example of deferred variable annuities. With this product, FINRA requires that brokers inform the customer of the annuity’s specific features, such as its:

• Potential surrender period and surrender charge
• Potential tax penalty if customers sell or redeem deferred variable annuities before reaching the

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