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Series 7: Investment Information & Recommendations
Series 7 practice questioneasyPackaged Securities 180

In a variable annuity, the separate account’s performance primarily affects:

  1. Athe insurer’s corporate tax rate only
  2. Bthe value of the contract owner’s accumulation units or annuity units✓ Correct answer
  3. Cthe coupon on Treasury securities
  4. Dthe principal guarantee of a fixed annuity
Explanation

Why Bthe value of the contract owner’s accumulation units or annuity units

Variable annuity contract values fluctuate with the performance of the separate account investments. That is why variable annuities are considered securities products.

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