Series 6: 2.2.1.1. Transfer On Death (TOD) Account Designations

Taken from our Series 6 Top-off Online Guide

2.2.1.1. Transfer on Death (TOD) Account Designations

Most states allow a type of beneficiary designation for individual accounts known as a transfer on death, or TOD. Transfer on death designations for bank accounts are called payable on death (POD) accounts, or Totten Trusts. A TOD or POD designation allows the account owner to name beneficiaries and designate the percentage of assets each b

+ Read More

More Series 6 Info

What are people saying?

Create an Account

Since you're reading about Series 6: 2.2.1.1. Transfer On Death (TOD) Account Designations, you might also be interested in:

Series 53 - Exercise

Series 66 - 1.2. Quantitative Methods of Analysis

Series 26 - Know Your Customer

Series 7 - 14.6.1 Commission-Based Accounts

Series 65 - 7.2.1.3.2. Regulation SHO

Series 3 - 6.2.3.2.2. Congestion and the Rectangle Formation

Series 79 - 10.10.3. The FAST Act

Series 66 - Other Penalties and Liabilities

Series 7 - 1.2.2.8. Right to Sue for Wrongful Acts

Series 65 - 5.3.4 Portfolio Management Techniques

Series 65 - Balanced Funds

Series 27 - Settlement of Cash Transactions

Series 14 - 5.2.4.4. Regulation of Political Contributions

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

A more recent update after taking my Series 7 exam: Within one year of joining the financial industry, Solomon materials have gotten me a 100%, 4 for 4 pass rate with the SIE, S6, 63 and S7 all completed within 10 months. Once again, the materials and practice tests prepared me for the S7 exam better than I could've imagined. I will continue to refer people to Solomon, as the material, customer service, and whole experience has been unmatched.

Alex Coyne, Northwestern Mutual. Pensacola, FL

Well, I am back! Solomon did it again. I passed the Series 6. All of Solomons materials throughly prepared me for the passing of the SIE and the Series 6. Whose materials will I use for the Series 63? I am glad you asked. I must say it will be Solomon Exam Prep. Thanks again, Solomon your study materials are the best!

Leanene Carriere. Houston, TX

I have used Solomon exam prep for the 6/63 and was able to pass on the first try. Now I’m taking the 65 and hope to do the same. I’ve used other recommended exam prep courses and came back to Solomon for the 65 because of ease of use. I would recommend Solomon to anyone that is in need of a securities exam. All the content is laid out in an easy to follow way.

Antonio Mendoza, State Farm. Santa Maria , CA.

After multiple failed attempts at the Series 6, I felt somewhat defeated. I reached out to Solomon for guidance and I was more than impressed with the response I received. The study material was outstanding and the program structure is truly designed to help you pass! Jeremy Solomon was truly my biggest fan and I can't thank him enough for his help! Solomon is by far the best company out there for test preparation; don't waste any more money on the others this is all you will need to pass!

Tory Hamlin, Agency Owner, Jacksonville, FL

I have now used Solomon for the SIE, series 6, and 63. I am ordering my 7 materials now. The structure and resources are right on target. The practice exams are more difficult than the exam which makes taking the exam much easier. I give all of the credit to Solomon for my 100% pass rate so far. I recommend Solomon to all of my coworkers.

Alex Coyne, Northwestern Mutual. Pensacola, FL

Wanted to thank Solomon Exam Prep for helping me Pass my Series 6 TO test yesterday Monday Feb 3rd, 2020. After failing with a competing exam prep I decided to use Solomon's materials and I feel it gave me the edge to pass - YES! Materials are straight forward and concise, I loved using the Exam Simulator on my Android phone and my tablet with ease and simplicity taking as many test questions I wanted, very user friendly. Customer Service is GREAT, Solomon helped extend my Study Guide materials which help me alot too. Thank You and I definitely recommend Solomon.

Anthony Moreno, Primerica