I. Economic Factors and Business Information (15%)The 20 scored questions in this section test your knowledge of various aspects of business and economics. Basic Economic Concepts (6 questions)Financial Reporting (4 questions)Analytical Methods (4 questions)Types of Risk (6 questions)II. Investment Vehicle Characteristics (25%)The 32 scored questions in this section test your knowledge of various characteristics ofContinue reading “Series 65 Vocabulary – Investment Advisor”
Tag Archives: planning
Why take control of the lump sum pension from your company
When you receive your lump sum pension from your company, you can move it to Athene fixed index annuity to create a lifetime retirement pension under your control, with death benefits for your beneficiaries, safe, avoids probate, no negative market participation, with 10% bonus using Athene Agility, and other benefits. Text 4088541883, connie@connielifeins.com ; http://www.lifeinsurance4women.comConnieContinue reading “Why take control of the lump sum pension from your company”
Estate Planning for Business Owners
estate_plan_ for business owners The irrevocable life insurance trust is not the only form of trust that’s useful with an estate plan. There are actually several different types of trusts that have important roles to play in the estate planning process. One of the more popular trusts is the so-called “living trust,” more technically knownContinue reading “Estate Planning for Business Owners”
For the 80 million Americans, social security is their only retirement income
There is a shortfall between what people have saved and what they’ll need to maintain their standard of living in retirement. And, certainly, what Americans have put away for retirement is paltry. Unless we all start saving like crazy, the pundits say, we’ll have nothing to live on during our so-called golden years. Or we’llContinue reading “For the 80 million Americans, social security is their only retirement income”
When Planning For Retirement by Lowell Herr
When Planning For Retirement by Lowell Herr
If you have made debt a part of your everyday life, you need to get rid of it as soon as possible, before you find yourself in retirement. Remember that during retirement, you don’t work for income. Whatever amount of money you get is through pension funds, and investment flow is not a regular sourceContinue reading “When Planning For Retirement by Lowell Herr”
2013 Tax Plans and Retirement Notes
Discover your life’s purpose
Today I learned about a clearer picture of my life’s purpose. The life purpose calculator shows you the path to where your energies and focus are to attain the one thing that you desire the most. It is a compass, it is up to you to act on what is close to your heart. HeartContinue reading “Discover your life’s purpose”