STUDY FOR THE SERIES 66 EXAM

Ready to sit for the Series 66 Exam? Then make sure that you can explain the different types of registration, such as joint tenancy, tenancy in common, tenancy by the entirety. Also know what a POD account is, (i.e., payable on death), who generally makes use of such account, and what benefits a POD account confers. Not familiar with trusts and wills, and how they are used in tandem, and what benefits they convey? Then you need to diligently study these, as the Series 66 asks questions about them. Bob Eder's  Study for the Series 66 Exam  includes treatment of all of the above items in its Chapter 7, "Dealing with Customers," and its Chapter 10, "ERISA Issues and Estate Planning." Study for the Series 66 Exam  is available from Amazon in either paperback or Kindle e-book versions.  Here is a link to Bob Eder's book on Amazon . Here is a link to NASAA's Study Outline for the Series 66 exam.  See Section III (I) (1 through 5) for the Series 66'

Planning to take the Series 66 exam? Then study up on provisions of ERISA. ERISA's main purpose is to protect participants in pension and retirement plans, and applies to participants other than those in government plans. Important for the Series 66 exam is knowledge of ERISA Para 404(c) that gives rules of safe harbor for fiduciaries of retirement plans, such as managers, plan sponsors, and plan trustees. Bob Eder's Study for the Series 66 Exam includes treatment of ERISA in its Chapter 10, "ERISA Issues and Estate Planning." Study for the Series 66 Exam  is available from Amazon in either paperback or Kindle e-book versions.  Here is a link to Bob Eder's book on Amazon . Here is a link to NASAA's Study Outline for the Series 66 exam.  See Section III (G) (1, 2 &3) for the Series 66's inclusion of ERISA issues. Bob Eder received his Juris Doctor (J.D.) degree from the University of Utah, Quinney College of Law, in 2001. He is a member of th