SIE: Exercise

Taken from our SIE Online Guide

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Exercise

Answer the following questions

1. Which comes first, the payout phase or the accumulation phase? _____
2. There is a _____ penalty on withdrawals from variable annuities before the age of _____.
3. In a fixed annuity, the customer’s investment is deposited in a [separate account/general account], while in a variable annuity, the customer’s investment is deposited in a [separate account/general account].
4. The free-look period for a variable annuity is typicall

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