Series 66: Settlement Options For Insurance Policies

Taken from our Series 66 Online Guide

We have an Audiobook for this text!

Settlement options for Insurance Policies

The insured can choose how the beneficiary will be paid. Here are some of the possibilities:

• Lump sum—The entire amount is paid upon death.
• Fixed amount—The amount is put into an interest-bearing account, and the beneficiary receives a fixed amount over regular increments of time until the amo

+ Read More

More Series 66 Info

What are people saying?

Create an Account

Since you're reading about Series 66: Settlement Options For Insurance Policies, you might also be interested in:

Series 82 - 2.2.1.4. Content Standards

Series 66 - 4.3.1. Capital Asset Pricing Model

Series 63 - 5.7.11 Performing Due Diligence

Series 65 - Exercise

Series 3 - 5.3.2. Credit Call Spread

Series 53 - Underwriters Submit Information to MSRB via EMMA

Series 79 - 10.2. Intrastate Offerings: Rules 147 and 147A

Series 50 - Definitions

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

Solomon exam prep materials are the best! I have passed the SIE, Series 7, and Series 66 in less than 12 months using their materials. Their products are fantastic! The practice exams are excellent, and the probability calculator is spot on. I followed the provided customized study plan and took practice exams (over 20 lol) until my probability calculator was in the green (indicating a higher probability of passing) and the rest is history. There are no shortcuts. You must put in the work and stay disciplined, but the Solomon program WORKS and I would HIGHLY RECOMMEND them to anyone looking for amazing, comprehensive study materials to prepare for industry examinations.

Brandon Collins, Benchmark. Memphis, TN

I found encouragement along the way from reading other people's testimonials, so payback is to write one of my own. Solomon is the gold standard for customer service. I passed the 66, SIE first tries -- received a 69% on the 7 (failed), but passed on the 2nd attempt. I'm in awe over the outreach I received from day 1 but especially from Jeremy on how to move forward after falling short on the Series 7 - followed his advice - one of which was to get the accompanying videos and passed. Watching/studying the Chapter 5 video had a big impact. I also printed the questions I got wrong that I particularly struggled with while taking the online exams, printed and/or turned them into flashcards, then taped many of them around the house. It forced me to constantly revisit the information and moved me past a superficial understanding. I'll take a messy-looking home for a short time than having to retake a 3 hour and 45 minute exam.

Brook Langston, Everspire. Salt Lake City, UT

The Pass the 66 book/audio series, as well as the timely responses I received from the professor, all led to my success in passing the Series 66. This is a test that must be taken seriously, and does just that.

Jason Abbamonte, Charles Schwab, Naples, FL

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

I passed the Series 66 today with an 85%. Your book and PDF test questions were great, and turned out to be the only study material I needed to pass the test on the first try. I'll look to you again when I need my Series 7. Thanks!

Joshua Reeves, San Diego, CA

I have taken and passed the SIE, Series 7, and Series 66 using this amazing Solomon study program. Each time, I felt prepared for the exam and confident in my answers. Solomon's study structure and varying mediums of study make it interactive and easy to learn.. It's an amazing deal for the tools received. I would highly recommend this program!

Abbigayle Hanoch, LPL Financial. Ventura, NM