Segregated funds and annuities exam questions
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There are two basic types of annuities: The Immediate Annuity. You hand over a lump-sum premium to an insurance company and in return you get an immediate flow of regular income payments. The Deferred Annuity. A deferred annuity is a savings vehicle. It has an accumulation phase and a withdrawal phase. It is more tax-efficient than a bank deposit. Annuities: Hype or hope for your retirement? The simplest way to describe what is an annuity is that it is a way for you to buy income without risk. Annuity payments can provide income monthly, annually or in a single lump sum. They can be paid out over a set period, say five years, or for the rest of your life. Insurance Investing. In addition to traditional life insurance and living benefits products, there are also several types of products that combine the benefits of life insurance with an investment component. Choose from the following links for a brief explanation of each product: Segregated Funds; Annuities Segregated Funds vs. Mutual Funds Segregated funds are similar to mutual funds in a few ways. You invest in a fund, both contain a diversified group of investments, it’s easy to access your money, and they both offer professional money management.
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EXAM QUESTIONS AND TIME LIMITS. The duration of each exam is 75 minutes. ... 30 questions; Segregated Funds and Annuities: 30 questions; Ethics and Professional Practice: Sep 07, 2012 · The basics of segregated funds, or IVICs, for the LLQP course. Business Career College is a national financial services education provider. See our insurance, financial planning and continuing ...
EXAM QUESTIONS AND TIME LIMITS. The duration of each exam is 75 minutes. ... 30 questions; Segregated Funds and Annuities: 30 questions; Ethics and Professional Practice: The program combines the certainty and security of income annuities to help basic living spending, with the growth potential that segregated funds can provide. If you already have a retirement income plan, your advisor can stress-test it using the online HelloLife retirement income planner.
Annuities and their Derivatives: The Recent Canadian Experience. Moshe A. Milevsky and Ling-wu Shao. This chapter examines the market for income annuities, broadly deﬁned, in the Canadian marketplace. We begin with a survey of the Canadian single premium immediate annuity (SPIA) marketplace and describe the • Segregated Funds and Annuities ... This session is designed to further assist you in preparing for the provincial exams by focusing on exam type questions, how to ... applebyglobal.com 1 PREFACE This Guide is a summary of the law and procedures relating segregated portfolio companies in the British Virgin Islands (BVI).We recognise that this Guide will not completely answer detailed questions which clients and their advisers may