Series 65: Receiving Payment

Taken from our Series 65 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 t

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I am 73 years old and have been retired for 5 years. My fulfilling career of 38 years was mainly as a portfolio manager in a trust setting. A good friend of mine recently started an RIA and asked me to consider coming to work for him. Since I loved my job and retirement is boring in comparison, the decision to jump back in was rather easy. You know the old saying: if you love what you do, you will never work a day in your life. But yes, I must first pass Series 65. The study materials and whole program you have constructed are excellent. I read the phone-book sized reading materials and took many practice exams on the website. Just this morning I sat for the test and passed. Hooray!! I am convinced that your test preparation process made the exam seem easy. So I will recommend to anyone preparing for a securities exam to definitely consider getting your program. Thanks again for your outstanding program and guidance."

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Series 65: Receiving Payment

Taken from our Series 65 Online Guide

Receiving Payment

Since you're reading about Series 65: Receiving Payment, you might also be interested in:

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