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SIE: Investment Companies & Packaged Products
SIE practice questioneasyVariable Annuities

Investors in variable annuities bear which of the following risks?

  1. AInvestment performance risk✓ Correct answer
  2. BGuaranteed principal protection
  3. CNo market risk
  4. DNo risk of loss
Explanation

Why AInvestment performance risk

Variable annuity values fluctuate based on the performance of underlying investments; principal is not guaranteed, and investors assume market risk. Choices B, C, and D are incorrect.

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