Series 26: Deferred Variable Annuities

Taken from our Series 26 Online Guide

Deferred Variable Annuities

More to the point for a Series 26 Principal is the example of deferred variable annuities. FINRA requires that brokers, when discussing this type of product with a customer, inform the customer of the annuity’s specific features, such as its:

• potential surrender period and surrender charge

• potential tax penalty if customers sell

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