Taxation of Life Insurance, Annuities, Roth IRA, Traditional IRA

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  • Опубліковано 1 гру 2024

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  • @indyice23
    @indyice23 4 місяці тому +3

    I passed my exam after 3 weeks of studying/taking my ExamFM course. after the first week, I sought out videos like these and watched them every single day. Like mentioned in this video, I rode around playing this in my car.. no music, no podcast, not much tv, only this for 3 weeks. I wrote all my notes one time and told myself that I would rewrite them everyday but didn't (doing so would definitely help 100x more). instead I took a practice at least twice a day, I didn't end up passing until week 2. by the day before my exam the following week, I had achieved a practice test score of 87% and ended up passing my exam the next day with flying colors! it was honestly easier than the practice tests but I'll give it up to me putting in all the effort that I did.
    Using acronyms for everything also helped me. as mentioned in the video, you are given scratch paper to write what ever you want, so I chose to use it for everything lol.. I think some of these were mentioned here, if not, from other videos on YT (I'm just coming back after I passed my exam to try to help whoever takes it). although it may sound funny, to follow is the phrase full of acronyms that I used to remember a lot of different life/health info; doing it in this order was easiest for me in terms of memorization because it always read like a phone number while still making somewhat sense as a sentence.. if that makes sense
    B.I.G. F.A.M.O.U.S. C.E.R.M.M.IC.
    L.O.C.A.L. S.T.A.R.R. D.I.A.L. C.L.I.F.F. W.E.L.L.S.F
    R.E.C. W.A.S.H.
    C.R.A.P.P.O W.A.G.C.A.P.A.
    M.E.I A.E.I U/L A= ----
    B= ^
    B.I.G. F.A.M.O.U.S. C.E.R.M.M.IC. = provisions
    L.O.C.A.L. = legal contract
    S.T.A.R.R. = how to handle risk
    D.I.A.L. = term insurance
    W.E.L.L.S.F. = whole life insurance
    R.E.C. = non-forfeitures
    W.A.S.H. = exclusions
    C.R.A.P.P.O = dividends
    W.A.G.C.A.P.A. = riders
    M.E.I = how to determine premium
    A.E.I = agent authority
    U/L = A = level death benefit B = increasing
    Beneficiary designation (life only), Insuring clause, Grace period, Free look period, Assignments (life only), Modifications (life only), Owner's rights (life only), Unused premium, Suicide (life only), Consideration, Entire contract, Reinstatement, Mode, Misstatement of age/gender, Incontestability/Time limit on certain defenses, Common disaster (life only).
    Legal competence, Offer, Consideration, Agreement, Legal purpose
    Sharing, Transfer, Avoidance Reduction, Retention of risk
    Decreasing, Increasing, Annual renewable, Level
    Cash, Life income, Interest only, Fixed amount, Fixed period
    Whole life/traditional/pure/all the same thing, Endowment, Limited pay, Limited period, Single premium, Family Income+Family Maintenance
    Reduced paid up, Extended term, Cash
    War/military, Aviation, Suicide, Hazardous occupation
    Cash, Reduction of premium, Accumulation of interest, Paid up-addition, Paid up-option, One year term
    Wavier of premium, Accidental death, Guaranteed insurability, Cost of living, Accidental death & dismemberment, Payor benefits, Additionally insured.
    Mortality, Interest, Expense
    Apparent, Implied, Expressed
    hope it help! lets all get paid!!

  • @brianholloway5903
    @brianholloway5903 2 роки тому +16

    I PASSED MY EXAM TODAY!! THANK YOU SO MUCH!!!

  • @gennylee6048
    @gennylee6048 3 місяці тому +2

    I came across your video after failing my test. I love how the way you explain all this terms, you make it easy to understand. ty

  • @Bowhunterlake
    @Bowhunterlake 2 місяці тому +1

    Thank you so much I just passed my test in Pennsylvania yesterday 9-15-24 you helped so much with all the studying I did on my own plus these videos is what really put me over the top so thank you from the bottom of my heart❤

  • @BriannaHarris-o7m
    @BriannaHarris-o7m Рік тому +5

    I passed my life producer exam today and your content helped me tremendously. May your business prosper with unprecedented favor.

  • @ZyePosted
    @ZyePosted 2 роки тому +21

    taking my test in a few minutes your videos help explain what my exam prep couldn’t.much love and appreciation!

    • @ZyePosted
      @ZyePosted 2 роки тому +6

      I passed thank you so very much!

    • @TyraBanks-me2vc
      @TyraBanks-me2vc Рік тому

      @@ZyePosted YAY!!!! Congratulations!!!!

  • @sherryl5891
    @sherryl5891 Рік тому +4

    I am motivated in becoming a licensed Insurance agent due to your knowledge and teaching techniques. Thanks for sharing

  • @lismelyegarcia
    @lismelyegarcia 2 роки тому +4

    Thank you, tara, for sharing your notes. I passed the Fl exam on my first try with a 76!! Watching your videos helped so much in this process. God bless you

  • @johndaniel9680
    @johndaniel9680 2 роки тому +18

    I am studying for my exam and I really appreciate your help. I'm in my 2nd week of studying and until I found you i was lost

    • @thepurposefilledwoman
      @thepurposefilledwoman  2 роки тому +1

      Thanks!

    • @samuelhart5580
      @samuelhart5580 Рік тому

      Is insurance a hard course?

    • @holiyo3923
      @holiyo3923 Рік тому +1

      @@samuelhart5580
      A lot of new concepts to learn, but it's not a master's degree. Study hard for about 1-2 months and you'll pass the test, just make sure you take practice tests

    • @samuelhart5580
      @samuelhart5580 Рік тому

      @@holiyo3923 I just got admitted in a university in Nigeria, and that's the course they offered me. What do u mean by it's not as master's degree bro? And do u think I will enjoy it considering my love for accounting?

    • @godofwar4688
      @godofwar4688 Рік тому +1

      @@samuelhart5580 if you plan on getting ur health or life insurance license that's the main point of all of this. Its a lot harder than regular college course tests because they really go over the concepts of each topic instead of just definitions themselves. Its very data intensive and lots of information that you must memorize (not just temporarily for the test but permanently for use of ur license)

  • @aritou26
    @aritou26 2 місяці тому

    This really helped me understand some of these concepts, thank you!

  • @nickmitchell4065
    @nickmitchell4065 Рік тому +1

    I just wanted to pass along a huge THANK YOU! Passed my GA Life and Health Exam today and your tips and videos were a great help! Thank you!

  • @tashagordon2555
    @tashagordon2555 2 роки тому +1

    whoop whoop Great video and tips. You explained it so well! Thank you I PASSED my exam!

  • @lisaphillips308
    @lisaphillips308 8 місяців тому +1

    If the client is educated they won’t overfund over the MEC Great information not that an IUL doesn’t work.

  • @akonadoka5201
    @akonadoka5201 2 роки тому +6

    thank you so much, all you do is good because I enrolled in life and health insurance in July 2020 but I failed the test. but I was just searching for some helpful videos on youtube to help me pass the health and life exam. I found out about your great videos 5 months ago and I started watching them every day and listening every time when I am going to school or somewhere and taking notes, now I almost know everything about health and life. last week, when I enrolled in a cram course, I am just answering every question that is all because of you. one day I would like to meet you via zoom or on phone to recommend me a lot how to pass it. thank you so much again for making it

  • @redcronojm
    @redcronojm Рік тому

    thanks to your videos i finally pass my life exam

  • @AversaS2
    @AversaS2 2 роки тому +2

    Your videos helped me so much in remembering what I read and understanding it in more depth. Thank you for helping me pass my test the first time!

  • @theohioinsuranceagent
    @theohioinsuranceagent 2 роки тому +2

    Great material and breakdown - This is just what I needed - Thank you!

  • @KarenHernandez-jj4zl
    @KarenHernandez-jj4zl Рік тому

    I take my exam today!! Your videos were so helpful

  • @BrianFoxx
    @BrianFoxx 2 роки тому +2

    Good to see a new video from you.

  • @maxinerobinsonakamommassay9830
    @maxinerobinsonakamommassay9830 2 роки тому

    Thank you I feel with this breakdown I will pass. I appreciate you you sharing and blessing me with this information

  • @Liz.7017
    @Liz.7017 8 місяців тому

    This was so helpful!! Thank you!

  • @terrimac380
    @terrimac380 Рік тому

    Great video!!

  • @michaelnorris6168
    @michaelnorris6168 2 роки тому +3

    Absolutely very nice to see you again, and this video was really a great reminder for me of some of the study v material when I passed my health, life and annuities state exam.
    Thank you again Ms. Purposeful Woman.
    Thank you

  • @boniworldwide
    @boniworldwide Рік тому +2

    I keep failing my test . Clearly I guess I don’t understand what I’m doing so here I am looking up everything thanks for the video

  • @moya.business
    @moya.business 2 роки тому

    Thank you so much for this valuable video

  • @thebeard5277
    @thebeard5277 2 роки тому +4

    Failed my health insurance state exam for KY and am losing hope. The taxes for group health is killing me, then the wording in questions is awfully confusing. I wish there was an app that had all possible variations of the test I can remember the questions the same way I did for my class A CDL

    • @moneymack8377
      @moneymack8377 2 роки тому

      I’m in the same boat, CDL was easy as hell compared to this

    • @thebeard5277
      @thebeard5277 2 роки тому

      @@moneymack8377 yea, I passed my test last Tuesday, was suppose to go to Minneapolis for training and it just felt wrong in my gut at that point so I figured I’m gonna stick to driving and not risk losing my 80k a year driving just to start from nothing and sell shit to try to get back to 80k a year or more.

    • @moneymack8377
      @moneymack8377 2 роки тому

      @@thebeard5277 any tips? I’m taking the Xcel study course, gonna test in the state of Maryland

    • @thebeard5277
      @thebeard5277 2 роки тому

      @@moneymack8377 print off your scores each time you take the test, I passed it on my 3rd try with a 72, if I ain’t mistaken a 70 is passing. Bring your own paper and write down stuff from the questions cause for me, most of the questions repeated or was similar so it’s easy to remember them, just like for my CDL I memorized the questions from the CDL prep app which copied all possible questions from the real thing lol. Uhhh another thing is look at stuff for life insurance and health insurance, mine was for health insurance licensing, most of the tax related shit is the same so that’ll save ya some points too. But be sure to print off the scores each time you take the test and just have at her, it’s all a matter of probability so don’t get discouraged you’ll get er ol son

    • @Juju-l3o
      @Juju-l3o 2 роки тому

      @@thebeard5277 What state are you in? Here in WA passing score is 105

  • @isiah7519
    @isiah7519 2 роки тому +1

    Hey Queen, I just wanted to thank you for your videos because without you I would've never passed my Life exam. I am now opening up and I'm going for my P&C. Can you provide any guidance???

  • @JanAshby
    @JanAshby Рік тому +1

    SEP IRA = FOR SMALL, TINY Business . Up To 25 PERCENT of Your EARNER INCOME can GO in .

  • @roberteast2444
    @roberteast2444 2 роки тому

    Very good

  • @tracywithlove5
    @tracywithlove5 Рік тому

    Hi, I love some of the videos I have watched. I recently signed up to sell primerica Life to be an agent. I live in California, and I'm going to the classes they're offering. What are some tips on taking these classes, and I'm nervous about the exam. Thanks. I hope to hear from you very soon. God bless 🙌

  • @Kiainlove
    @Kiainlove 6 місяців тому +2

    I wanted to mention for 2024 if you are watching this the minimum distribution age is now 73!

  • @aliciaseales9688
    @aliciaseales9688 2 роки тому

    Question, do you have videos on the Securities exam?

  • @philadelphiahairsalons5450
    @philadelphiahairsalons5450 Рік тому

    SEP IRA - For a Self Employed person (with TINY BUSINESS ) - so I Like the IDEA of This One (Can Contribute TIL Age 70 or So ). A 'SIMPLE IRA' is For Companies w/ 100 EMPLOYEES Or Less.
    EMPLOYERS DO Contributions to People's IRA's - A "Thrift Plan' is something EMPLOYERS Do -- and IT's BASED on what Their PROFITS are for the Year. Also They Do 'BONUSES' & Put in IRA .

    • @philadelphiahairsalons5450
      @philadelphiahairsalons5450 Рік тому

      Profit Sharing & 401 K are 'in the Same Family' [Taxes Paid @ 65 Yrs old ], As the FUNDS Go in "DIRECT From One's PAYCHECK' . (IN Some Cases with an IRA or 401K, the PENALTY is WAIVED -- Like with a 'Qualified MEDICAL Emergency or IF Disabled, or 'First Time Home Buyers' Too, or For Qualified EDUCATIONAL Purposes. [Or during a Divorce the Judge can order the Proceeds to be SPLIT ]
      *ALSO - IF Someone DIES & Has Not taken ANY PROCEEDS Fm Their IRA or '401K' -- The FAMILY Must Extract the FUNDS within 5 Years - or Is it 10 ?

    • @philadelphiahairsalons5450
      @philadelphiahairsalons5450 Рік тому

      ROTH IRA's -- Interesting that ONE doesn't have to EXTRACT FUNDS By Age 72 !

  • @williamribardo3736
    @williamribardo3736 Рік тому

    When you're working you are given an option to pay before-tax or after tax!

  • @afrocraft1
    @afrocraft1 4 місяці тому

    5:47 Are individual retirement plans (traditional, Roth IRAs) really qualified plans? My understanding is that they're not: They may enjoy tax advantages (tax-exempt contributions and/or tax-deferred growth), but only _employer-sponsored_ plans may be classified as qualified plans.

  • @versevisionsdaily
    @versevisionsdaily Рік тому

    Gem!

  • @euneishac
    @euneishac 2 роки тому

    I wish I could afford to tutor me on this because I failed Cal Life and Health exam again today. 9/27 I am rescheduling for a week out to study my notes and REMEMBER ALL YOUR NOTES. For Me this is life and death. I recently disabled and turned down a desk job to Help People with insurance. I feel stupid because the wording is tripping me up. And what excel taught didn't stick because it was "Dry".
    Any suggestions?

  • @eberemichelle9173
    @eberemichelle9173 2 роки тому +1

    failed the test 3 times, im tired and almost giving up.. would try one more time

    • @chiamakanwangwa6585
      @chiamakanwangwa6585 2 роки тому

      Don't give up....You got this💪💪💪
      Concentrate more on your State rules,Policies,riders, provisions on both life and health.

    • @meshiagreer6552
      @meshiagreer6552 2 роки тому +1

      Don’t give up!!!

    • @Juju-l3o
      @Juju-l3o 2 роки тому +1

      I’m on the same boat, failed twice but this is giving me more opportunity to study and learn more!
      Fail but fail better!
      Most of the agents I know who failed many times actually make the most money from not giving up !
      We got this 😊

  • @Blaze11192
    @Blaze11192 Рік тому

    Hello I have a few questions could you help me answer them.

  • @williamribardo3736
    @williamribardo3736 Рік тому

    In a personal life insurance qualified plan the money is deductible or tax deferred. In a Roth IRA or non-qualified annuity plan the money is non-deductible. The correction having to be made is that depending on what vehicle is used. A non-qualified account in a personal life insurance plan is not tax deferred or tax deductible!

  • @valenciawalker6498
    @valenciawalker6498 2 роки тому

    Thank you

  • @neesee456
    @neesee456 2 роки тому

    Thank you so much!!!! 🥰💗💗🥰🥰💗💗🥰🥰💗🥰💗🥰💗💗🥰💗🥰💗💗🥰🥰💗🥰🥰

  • @ItsNayce
    @ItsNayce Рік тому +1

    A hour before taking my test

  • @rockstumbler6985
    @rockstumbler6985 2 роки тому

    I love you. You are cute as a button and so smart. Thank you for all you do.

  • @coachtanishamarie
    @coachtanishamarie Рік тому

    Hi

  • @jasonprejean8860
    @jasonprejean8860 Рік тому

    The information is helpful but the lady is all over the place. Jumping from one thing to the next and skipping other stuff, then jumping back to it way later. Makes it hard to take organized notes. And what’s the point of the board or even a video if we are just going to watch her talk? Appreciate the effort and information though.