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SECTION IV: INVESTMENTS
Action Assignment

In this section, you were given information on the various types of investments. Use this Action Assignment to match the investment product to its definition to test your comprehension on the investments that were presented. In the blanks next to the investments, write down the correct letter from the investment definitions found below.

  1. Stocks
  1. Bonds
  1. Cash Equivalents
  1. Mutual Funds
  1. Variable Annuities
  1. Variable Universal Life Insurance (VUL)

  1. An investment company that invests via a prospectus; whereby each investor buys shares of ownership. Each share reflects a percentage of ownership in all of the underlying securities.

  2. A form of permanent life insurance that allows investors to allocate a portion of their premiums to a separate account composed of various investments that investors can select to put their money into.

  3. A debt instrument issued to raise money, which can be sold by corporations pledging corporate assets as security for the loan. These can also be issued by federal, state and municipal governments.

  4. A contract between investors and an insurance company where the company makes periodic payments to the investor, beginning either immediately or at some future date.

  5. A proportional share of equity ownership in a company, making the owners shareholders of the companies with certain rights, such as the ability to vote on important matters concerning the company.

  6. Any security with a maturity of one year or less that can be converted into cash quickly because it is highly liquid.

Please print this Action Assignment using the "Printer Friendly" button at the top of this page. Once it is complete, sign it and submit it to your General Agent for his or her signature. Give one signed copy to the General Agent and fax/send another copy to Field Development Operations at the corporate headquarters — (513) 794-4515.

Unit XII: Securities & Variable Products
Section IV Action Assignment Satisfactorily Completed

DATE: __________

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General Agent/Trainer:
Sales Associate:
Firm (Print):


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