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SIE: Investment Companies & Packaged Products
SIE practice questioneasyVariable Annuities

Variable annuities differ from mutual funds in that:

  1. AThey provide insurance benefits, such as death benefit guarantees✓ Correct answer
  2. BThey can only be purchased in retirement accounts
  3. CThey are always passively managed
  4. DThey are not regulated by the SEC
Explanation

Why AThey provide insurance benefits, such as death benefit guarantees

Variable annuities include insurance features, such as death benefits, which mutual funds do not. B and C are incorrect; D is false, as variable annuities are regulated by the SEC.

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