Series 66: Additional Fees

Taken from our Series 66 Online Guide

Additional Fees

Insurance companies tack on additional charges related to administration of the account and the risk the insurance company assumes under the annuity contract. The charges reduce the value of the annuity and additional earnings.

Mortality and expense risk charge. This charge usually makes up around 1.25% of the a

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Jeremy and team, thank you for your excellent study materials and your availability to provide guidance and feedback as I was able to pass my Series 66 on the first try... The most telling confirmation your training materials are top notch... when I sat for my exam, once the test started and I read the first question, I instantly knew from my studies using the Solomon training, I was going to handle the test. Being able to sense this from the first question was more than comforting. Thank you again!

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