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Taking a FINRA exam like the SIE Exam or Series 7? Achievable’s expert FINRA author Brandon Rith talks studying strategy, game-day approach, and application advice for that job or university you’re applying to afterwards. Brandon Rith has 16 years of experience as a licensing facilitator and director at Fidelity Investments. He is an 8X Fidelity Excellent In Action Award Winner for Licensing Facilitation. Achievable is a modern test prep platform for the GRE, FINRA exams, USMLE Step 1, AMC exams, and more. Visit us at https://achievable.me . Icons made by mynamepong from https://www.flaticon.com/
Episodes
Tuesday Dec 20, 2022
Variable insurance policies (Series 6, 65, and 66)
Tuesday Dec 20, 2022
Tuesday Dec 20, 2022
Variable insurance policies are considered a security, and therefore the only type of insurance that requires FINRA and NASAA licensing, but they're a key part of the FINRA Series 6 and included in the NASAA Series 65 and Series 66 exams. In this episode, Ken Finnen, a longtime veteran of the finance industry and FINRA tutor for decades, starts with an overview of the different types of insurance policies before diving into specific things you need to know for the Series exams related to variable insurance.
Achievable is a modern test prep platform for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me