Series 66: Receiving Payment

Taken from our Series 66 Online Guide

Receiving Payment

At a certain point, the investor will decide to end the accumulation phase and annuitize the contract. During the annuitization period, the investor can choose to receive payment in one of th

+ Read More

More Series 66 Info

What are people saying?

Create an Account

Since you're reading about Series 66: Receiving Payment, you might also be interested in:

Series 65 - 6.1.1.2.2.1. Mutual Fund Distributions

Series 7 - 4.4. Taxation of Stock Dividends and Stock Rights

Series 79 - Gross Margin

Series 50 - Time of Formal Award and Time of First Execution

Series 50 - Definitions

Series 79 - A1.6.2. Bond Points, Basis Points, and Bond Notation

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I used Solomon's Online Exam Simulator as a supplement to company provided materials for the Series 7 & 66, passing with scores of 86% & 88%. The online simulator made it easy to study on the go and provided peace of mind of preparedness walking in on test day. Highly recommended.

John Watlington, Merrill Lynch, Raleigh, NC

I actually took the test (Series 66) in November and passed! I purchased the book and bought access to the online tests and found both invaluable. The book provided a good basis for knowledge, and taking the tests over and over gave me the logic of what the test writers were seeking.

Erik Cooper, Dallas, TX

Very excited to pass the Series 66! The Solomon practice exams were very helpful to understand the concepts and fundamentals of the questions. I would highly recommend Solomon Exam Prep for all FINRA exams. Make sure to have a good grasp on agent registration and suitability when taking the 66. Thank you Solomon!

Blake Rossman, TrueWealth. Bellevue, WA

Hi Jeremy & Karen, I just passed my 66 today! I'm so thrilled! I had an interruption of my studies a few weeks back due to some distracting issues, but I got back on track, focused hard on the book, the practice quizzes and exams, and I made it! I'm a true believer in the value of your study materials. I'd recommend your firm's materials to anyone that wants to pass the first time they take these really challenging exams. Now I've got my Series 7 and my Series 66, and I did it with the terrific support of this Exam Prep. Thank you for these great study materials.

Howard Silverberg

Jeremy and team, thank you for your excellent study materials and your availability to provide guidance and feedback as I was able to pass my Series 66 on the first try... The most telling confirmation your training materials are top notch... when I sat for my exam, once the test started and I read the first question, I instantly knew from my studies using the Solomon training, I was going to handle the test. Being able to sense this from the first question was more than comforting. Thank you again!

Pablo Serna, Silicon Valley Bank, Menlo Park, CA

Thank You. Thank You. Thank You. Having the audio, video lectures (with the printable power-point!) and exam simulator in addition to the book really engages you in the material. It becomes a game! I passed the 66 with an 84%.

Colleen Shelly, PNC Investments, Cleveland, OH