Series 65: Purchasing Annuities

Taken from our Series 65 Online Guide

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

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I took the exam three days after we spoke. I had to drive 75 miles to the test center. I finished the exam in a little under two hours and did not want to second guess myself in changing any of my answers. Upon completion of the exam, and subsequent grading I saw a 65 on the screen and I couldn't believe I did so poorly. However, the 65 I saw stood for the Series 65 not my grade and several lines below was my grade which was an 87. Thus I passed with a minimum amount of study looking over your online exam simulator. The questions were very similar to your review questions and I am sure that a candidate who reviews your questions and understands the application will have no problem passing the exam. Thanks for a great product.

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