Series 65: 3.7.4.10. Additional Fees

Taken from our Series 65 Online Guide

3.7.4.10. Additional Fees

Insurance companies tack on additional charges related to administration of the account and 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 annuitant’s

+ Read More

More Series 65 Info

What are people saying?

Create an Account

Since you're reading about Series 65: 3.7.4.10. Additional Fees, you might also be interested in:

Series 53 - Circumvention of the Rule

Series 14 - 5.2.6.1. Prohibition on Guaranteeing Customers Against Loss

Series 3 - Exercise

Series 65 - 1.1.2.1 Inflation and Interest Rates

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I used you guys when I sat for the Series 7 two weeks prior and passed that bad boy too. The Solomon books are awesome and allowed me to pass these challenging exams [Series 65 and Series 7] the first time. Highly recommended. Thank you.

Jonathan Freehill, Houston, TX

Thanks to you I passed the Series 65 exam on my first try. I appreciated your materials and online test bank.

Jeff

I am 73 years old and have been retired for 5 years. My fulfilling career of 38 years was mainly as a portfolio manager in a trust setting. A good friend of mine recently started an RIA and asked me to consider coming to work for him. Since I loved my job and retirement is boring in comparison, the decision to jump back in was rather easy. You know the old saying: if you love what you do, you will never work a day in your life. But yes, I must first pass Series 65. The study materials and whole program you have constructed are excellent. I read the phone-book sized reading materials and took many practice exams on the website. Just this morning I sat for the test and passed. Hooray!! I am convinced that your test preparation process made the exam seem easy. So I will recommend to anyone preparing for a securities exam to definitely consider getting your program. Thanks again for your outstanding program and guidance."

Rick Hinchberger Dover Advisors LLC

I passed the series 65! I used the Solomon exam prep Material to take the series 65. I had previously used the Kaplan material and did not find the materials to be that good. The book, audio tape and exam question bank were amazing. It was hard to go to the center wearing a mask during this Coronavirus time period. I don’t think I would’ve passed this Series 65 without Solomon. Thank you

Gail Abrams, The Investment Center, Inc. Watchung, NJ

Awesome customer service and material. Will definitely be a returning customer

Michael, MM Financial Planning. New York, NY

I have passed the SIE, Series 63, and Series 65 all on the 1st attempt. Thank you Solomon Exam Prep! The practice tests are great and really prepare you for the real exam.

Gary Kilanowski. Scottsdale, AZ

Solomon Exam Prep has moved to Pass Perfect! Contact support to move your account →

Series 65: 3.7.4.10. Additional Fees

Taken from our Series 65 Online Guide

3.7.4.10. Additional Fees

Since you're reading about Series 65: 3.7.4.10. Additional Fees, you might also be interested in:

Ask the Professor

Thanks for being part of the Solomon community!

All securities exam prep and IAR CE courses must now be purchased
at Pass Perfect. Go now →