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SIE: Investment Companies & Packaged Products
SIE practice questionmediumVariable Annuities

Which of the following is a unique risk of variable annuities compared to fixed annuities?

  1. AInterest rate risk is eliminated
  2. BInvestment risk is borne by the contract owner✓ Correct answer
  3. CPayments are guaranteed by the U.S. government
  4. DDeath benefits are always higher than premiums paid
Explanation

Why BInvestment risk is borne by the contract owner

A is correct; in variable annuities, the investor bears investment risk. B is false—in fact, the investor has investment risk. C is wrong as annuities are not government-guaranteed. D is inaccurate—death benefits vary by product.

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