Annuity Principles And Concepts - Life Insurance Exam Prep

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  • Опубліковано 25 лис 2024

КОМЕНТАРІ • 102

  • @InsuranceExam
    @InsuranceExam  Рік тому +6

    ✅ Get my FREE Study Guide: www.insuranceexamhelp.com/freestudyguide1
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    💰Apply to sell insurance with me here: www.thejve.com/workwithme/
    📽️ Watch this video to learn about all of the types of life insurance policies: ua-cam.com/video/zcCOK4ztwec/v-deo.htmlsi=aczJnCvisdKPclgx

  • @3Dpersonal17y
    @3Dpersonal17y 9 днів тому +1

    Taking my exam next week so I am using your videos to listen to while I am at my regular job

  • @eduardobarragan1768
    @eduardobarragan1768 2 роки тому +26

    I PASSED! Your videos are all very helpful🙏

  • @liv2414
    @liv2414 5 місяців тому +12

    This is my Gf utube account. But i had to comment, i did my test today. I studied on excel and could not get anything right. I watched your videos and the way you explained things, wow. I passed cause of you. I hope you see this. Bye.

    • @InsuranceExam
      @InsuranceExam  5 місяців тому +1

      Thats awesome!!! I'm glad I was able to help. I appreciate you reaching out. If you'd be interested in potentially working with me, just text me at 774-606-6847!

    • @K-sm9hr
      @K-sm9hr 3 місяці тому

      How long was the test and was it super hard ?

    • @sethbogart2906
      @sethbogart2906 2 місяці тому

      I'm on xcel right now. Good to know 👍

    • @liv2414
      @liv2414 2 місяці тому

      @@sethbogart2906 my best advice is to watch videos. Still do excel its a really good course. But watching videos on youtube was my way. Passed first time 80%

    • @Ronnieb127
      @Ronnieb127 11 днів тому +1

      I also studied on Xcel and taking my test next week! Pray for me I pass on the first try!

  • @nicholascuccaro9455
    @nicholascuccaro9455 Рік тому +18

    I'm already licensed, but love these videos for refreshers !

    • @InsuranceExam
      @InsuranceExam  Рік тому +2

      Awesome man! I will keep them coming then!

  • @isemirtaelysee2830
    @isemirtaelysee2830 Рік тому +10

    I passed my exam today! Thank you so much for your videos, they helped me a lot

    • @K-sm9hr
      @K-sm9hr 3 місяці тому

      Was the exam super hard I’ll be taking mine soon and hopefully starting at senior life services

  • @lesliewebsterjr.2818
    @lesliewebsterjr.2818 7 місяців тому +5

    I just passed my Life Exam tonight in Texas!!!!
    Thanks .

    • @InsuranceExam
      @InsuranceExam  7 місяців тому

      Awsome!! If you would like more information on working with my agency, just email me at jve@thejve.com

  • @jgamer2228
    @jgamer2228 Рік тому +7

    Your videos are super helpful. I’m on day 1 of studying for my exam and I’m way overwhelmed.

  • @dublniklz
    @dublniklz 3 місяці тому +1

    A genius idea putting this channel together. I hope it's paying off well.

  • @annetteavella2995
    @annetteavella2995 5 місяців тому +2

    Thank you so much for helping me pass my exam today! I watched all your vedios for a couple of weeks and must say I learned a lot! Thank you again.

    • @InsuranceExam
      @InsuranceExam  5 місяців тому

      I’m glad I could help! If you’re interested in an opportunity with my agency just email me jve@thejve.com we can see if you qualify

  • @Magixcrafts
    @Magixcrafts Рік тому +3

    My exam is October 30th kinda nervous then again not so much I believe I will pass my first try! so glad I found your videos I’ve been watching them then going to the xcel notes few hours after I think it’s helping

    • @InsuranceExam
      @InsuranceExam  Рік тому

      Awesome, I'm glad to hear! Are you going to be working with me? If not, and you'd like to, send me an email at jve@thejve.com and I wills end you info on my agency!

  • @javisanchez3204
    @javisanchez3204 9 місяців тому +1

    MY MAN!! You put it so brain dead that anyone can understand!! You have no clue the weight you just lifted off my shoulders!! Thank you!!

  • @Cinnamongun1
    @Cinnamongun1 10 місяців тому +1

    I passed the Life exam yesterday! :)

  • @buckjohnson5447
    @buckjohnson5447 Рік тому +3

    one of the best info videos on this topic available. well done.

  • @Joe_peezy
    @Joe_peezy 17 днів тому +1

    Going through this chapter for annuities and dam loads information.

    • @InsuranceExam
      @InsuranceExam  14 днів тому +1

      Yeah, the annuities chapters are tough for sure

  • @mrsharoldsoblessed
    @mrsharoldsoblessed 9 місяців тому +2

    Great job! You’re totally awesome & incredible!

  • @rachelbushman3198
    @rachelbushman3198 2 роки тому +8

    Thank you so much! The reading on this in the Xcel Solutions Oklahoma Exam Prep was dry and honestly, just not sticking! This helped a whole lot! :)

    • @FinalExpense
      @FinalExpense 2 роки тому

      Awesome!! I’m glad it helped. Anything else I can help with? I also have a channel on life insurance sales! It’s just my name. Justin vom Eigen. In fact, I’m commenting from that channel :-)

    • @InsuranceExam
      @InsuranceExam  2 роки тому +1

      Did you pass your exam?!

    • @tylorholland5398
      @tylorholland5398 Рік тому

      Same here. Xcel in NY. The whole prep is dry. He helped my first few chapters breeze by!

  • @9ragavendra
    @9ragavendra 3 місяці тому +1

    Please make more detailed videos about different types of annuities and annuity settlement options

  • @bsha8143
    @bsha8143 2 роки тому +3

    Your channel is amazing! Xcel is so full of jargon that's never explained until way later in the course and a lot of it is super redundant and your videos are super helpful with understanding the jargon easier. 10/10 recommend (would be better if more videos had visuals though)

    • @InsuranceExam
      @InsuranceExam  2 роки тому

      Ty for that!
      I know those courses can be confusing. What else can I do to help you?

  • @pimpinondemhos101
    @pimpinondemhos101 2 роки тому +5

    Great video bro. Have my test tmrw here in Missouri Also, what’s your training split?

    • @InsuranceExam
      @InsuranceExam  2 роки тому +2

      Dude that’s awesome!! I have a ton of insurance clients in Missouri. Our agency sells there.
      I do a 3-4 day split, 5AM-6AM.
      usually:
      Monday - chest delts biceps abs HIIT
      Tuesday’s - Hams calves
      Wednesday - rest
      Thursday - back triceps abs HIIT
      Friday - quads calves

    • @pimpinondemhos101
      @pimpinondemhos101 2 роки тому +2

      @@InsuranceExam oh right on that’s almost identical to my split lmao also I PASSED! FIRST TRY!

    • @InsuranceExam
      @InsuranceExam  2 роки тому +1

      @@pimpinondemhos101 wow!! Congrats!!!

  • @AitziberOnaindia-my5vt
    @AitziberOnaindia-my5vt 6 місяців тому

    So well explained. This helped me out. Thank you

  • @gitsykaterin6033
    @gitsykaterin6033 Рік тому +1

    Thanks! This is really helpful

  • @lidyanaredeemed9848
    @lidyanaredeemed9848 Рік тому +1

    Thank you so much. So well explained

  • @blakehurley9176
    @blakehurley9176 Рік тому +1

    Thank you, great video!

  • @henrymarks1632
    @henrymarks1632 Рік тому +3

    Ryan Gosling??

  • @sarabailey-la2022
    @sarabailey-la2022 Рік тому +1

    I’m studying life insurance #CA Sara 😮

  • @Electra2024
    @Electra2024 7 місяців тому

    Hello there do you do live group sessions ? My test is on the 27th April

  • @JamesCookingVlog
    @JamesCookingVlog Рік тому +1

    this video helpful for me

  • @alexaloya8747
    @alexaloya8747 Рік тому +4

    I take my exam tomorrow I’m so nervous 😭

    • @InsuranceExam
      @InsuranceExam  Рік тому +3

      Ahh its definitely nervewracking! Let me know how you do!

  • @Andre01177
    @Andre01177 2 роки тому +2

    keep up the good videos

  • @elaniacordova
    @elaniacordova Рік тому +1

    Can you do retirement plans section

    • @InsuranceExam
      @InsuranceExam  Рік тому

      Yeah I think I already have that, just do a little searching :)

  • @omidforughi
    @omidforughi 3 місяці тому

    Hi, you are great. I have two questions. First, suppose that premium payment is made periodically each year for 5 years.
    and then the annuitants starts to receive income payments. is this called an immediate, or Deferred annuity?
    I mean that maximum 1-year span is between first premium payment and the first income payment? or between last premium payment and first income payment?

    • @InsuranceExam
      @InsuranceExam  2 місяці тому

      That is deferred. Immediate starts income payments within 1 year by definition but its usually immediate. An Immediate is always funded by a lump sum I believe. I could be wrong but I have never seen an immediate not funded by a lump sum.

  • @Jar0Jess
    @Jar0Jess Рік тому +1

    Thank you!!! The only video ive been able to find that explained it in a way i understood, thank you so much wish me some luck this Friday for my test!!

    • @InsuranceExam
      @InsuranceExam  Рік тому +1

      I'm glad I could help Jess!!!

    • @Jar0Jess
      @Jar0Jess Рік тому

      @Life Insurance Exam Prep well I passed with an 89 !!! Lol

  • @dpham247
    @dpham247 Рік тому +1

    Omg i finally understand annuties lol. Thank you so much! Taking the test next friday and i will definitely be checking out more of your videos

    • @InsuranceExam
      @InsuranceExam  Рік тому

      I’m glad I could help

    • @dpham247
      @dpham247 Рік тому +1

      @@InsuranceExam you sure did. I took the test yesterday and passed with an 85% 😭

    • @Nailahheart
      @Nailahheart Рік тому

      @@dpham247hey hows the license going was it all worth it?im taking my exam on the 31st.

  • @Ethan-dd4ln
    @Ethan-dd4ln 3 місяці тому +1

    What do you call your hair style? the balding mullet?

    • @InsuranceExam
      @InsuranceExam  3 місяці тому

      The bullet. I just got a hair transplant lol

  • @omidforughi
    @omidforughi 3 місяці тому

    and the second question is: suppose someone has bought a lump sum premium, deferred annuity with a 5-year deferral period.
    If he dies in year 4 (before receiving income payments), what happens? nothing is paid to his beneficiaries?

    • @InsuranceExam
      @InsuranceExam  2 місяці тому

      I believe the amount he paid in is, but I'm not sure.

  • @liudmila3369
    @liudmila3369 Рік тому +1

    Can anybody answer my question! Please!
    I scored 84, but failed. Took exam in NY Live,accident and health on 21st.
    Did they changed the score? Its says on my report I should scribe 105😢

  • @johnathanstiggons7480
    @johnathanstiggons7480 7 місяців тому

    Can you help me I’m studying for my life insurance exam I’m trying to pass I need a 70% percent to pass

  • @liam.4454
    @liam.4454 Рік тому +1

    Can I buy an annuity now (I'm 41) I don't want to wait until I'm 65

  • @charitybillings2791
    @charitybillings2791 10 місяців тому +1

    Is there any possible way I can video chat you for help with this? Haha.

    • @InsuranceExam
      @InsuranceExam  10 місяців тому +1

      Sure just email me jve@thejve.com we can set it up

  • @Trey_W
    @Trey_W 7 місяців тому +1

    So basically it’s someone giving you an allowance over time with your own cash? Im a simple man.

  • @paulbrungardt9823
    @paulbrungardt9823 Рік тому +3

    You conveniently forgot to mention SALES COMMISSION paid to person selling you this. Buy term life insurance and no load mutual funds instead.

    • @InsuranceExam
      @InsuranceExam  Рік тому +4

      not sure if that was a diss but I don't sell annuities lol. They do have a place, but I wouldn't recommend then for someone young.

    • @Kill-Em-All-Cole
      @Kill-Em-All-Cole Рік тому +1

      Yeah people don't do stuff for free lol

    • @paulbrungardt9823
      @paulbrungardt9823 Рік тому +1

      @@Kill-Em-All-Cole Buy term life insurance and no load mutual funds instead.

    • @DS11110
      @DS11110 Рік тому +1

      ​@@paulbrungardt9823 Suitability isn't the same for everyone. Just because you only like term policies doesn't mean other people want to just buy a term policy because it's cheaper or people don't get much commission? Is that what you mean?
      There are other benefits to an annuity or whole life policy etc. Different people have different needs, especially where people want to put their money. Some people want to do more with their money and they have people to care for once they die. Term is only for a certain time period and when you go past that period then it's no death benefit guarantee. Unless there's a convertible option or renewable.
      Upfront costs in large amounts/commission earned by an agent VS hourly wage/salary. It's just different so what? It's not really a con since insurance companies have the means to pay in large lump sums and policies are still regulated. Agents have to get licensed etc. I don't consider their products a con at all. My parents had one and it helped during Covid times-death benefit and cash value. It's just being responsible with what you do with your money.
      Everything is pretty regulated. Like for cash value in whole life- read on Modified Endowment Contract. We can't use a whole life policy as an investment tool anymore, but back in 1988 people did it. Everything is taxed for gains. Annuities are interesting too. Another way to liquidate a large lump sum instead of creating an estate like whole life.
      Why only term for you? I suppose I used to think things were a con too until my dad and cousin died. Now I just feel differently about finances. People make a huge deal about money. Sometimes it's not cheap or instant gratification, but it helps long term.

  • @clydeb7713
    @clydeb7713 Рік тому +2

    I stopped listening when you said the 40yr old is going to live a lot longer than the 70yr old 🤯 Nobody ever told me the Lord wore glasses 🤓

    • @InsuranceExam
      @InsuranceExam  Рік тому +1

      So someone who is 70 statistically won’t live as many years into the future as someone who is 40.

    • @clydeb7713
      @clydeb7713 Рік тому +3

      @@InsuranceExam Individually I would disagree. Many 40yr olds in a given group, might be overweight,diabetic, high blood pressure, smokers/drinkers, dangerous hobbies or occupations. Cancer.Nothing is absolute or guaranteed. My cousin died at 38 and my grandfather lived to 97 .

    • @FinalExpense
      @FinalExpense Рік тому

      @@clydeb7713 yeah I understand where you’re coming from.
      The insurance carrier, however, doesn’t see the same way unfortunately

    • @clydeb7713
      @clydeb7713 Рік тому +1

      @@FinalExpense My point was if you said statistically, as a group, your statement would be more accurate. You however implied an individual would live more years based solely on their ages without other factors Insurance companies as you know base their rate classes on the many risk factors besides age. Your lessons are good overall so I'm not trying to discredit your teaching.

    • @DS11110
      @DS11110 Рік тому +1

      My cousin died at 33 and he ate fast food almost every day. Our grandma died at 90 with mostly healthy eating. Preventative care still matters. Reducing our chances of dying by choosing healthier habits 😫