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SIE: Investment Companies & Packaged Products
SIE practice questionmediumVariable Annuities

A client is considering a variable annuity mainly to control investment options. Which feature aligns with this goal?

  1. APrincipal protection by the FDIC
  2. BA guaranteed minimum interest rate
  3. CAbility to allocate assets among various subaccounts✓ Correct answer
  4. DImmediate access to accumulated funds at all times
Explanation

Why CAbility to allocate assets among various subaccounts

A is correct; variable annuities allow owners to choose among different investment options. B is a feature of fixed annuities. C is incorrect as variable annuities are not FDIC-insured. D does not reflect annuity contracts.

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