Retirement

The Purple Section (C) For A Nearly-Retired Investor Would Most Likely Represent

The Purple Section (C) For A Nearly-Retired Investor Would Most Likely Represent

Leave a Comment / and cash, bonds, in order to create a diversified portfolio. As an investor nears retirement, it is important to create a portfolio that is tailored to their individual needs and retirement goals. / By

As of May 2023, the purple section (C) for a nearly-retired investor would most likely represent an IRA. According to the Exam: 02.10 Module Two Exam, the purple section (C) for a nearly-retired investor would represent an IRA. This is due to the fact that an IRA is one of the most common investments for …

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How Are Surrender Charges Deducted In A Life Policy With A Rear-End Loaded Provision?

How Are Surrender Charges Deducted In A Life Policy With A Rear-End Loaded Provision?

Leave a Comment / Answer: Life Insurance Policy Provisions / By

A rear-end loaded provision in a life insurance policy allows the policyholder to pay higher premiums initially, and then lower premiums as the policy term progresses. To discourage policyholders from cashing out the policy early, the policy may include a surrender charge. This charge is deducted from the total policy value if the policyholder terminates …

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