In my original “Study Schedule” post, I discussed that it may be helpful to focus on the marketing material first. I set aside 2 weeks for this material, but it easily could take longer.
If you’ve completed the marketing material, the next section that I recommend is to get an overview of the different product types that are available. This information can be found in a couple of very LONG study notes. ILA-D101 and ILA-D105. Combined, these study notes are over 200 pages, and they take a little while to read.
In my online sessions, I’ve tried to reduce the overlap between these two notes and cover everything in a consistent manner. The sessions (A.2.1 and A.2.2) are still very long, but they should be a good summary of the material.
Once you’ve covered these two study notes, you can move on to the study note covering Equity Indexed Annuities, ILA-D102. This note is fairly well-written, but it takes awhile to grasp the concepts if you’ve never seen them before. Again, I take a slightly different approach in my session (A.2.3) to try to make this more understandable.
In summary, here’s what you can cover in Week 3:
Sessions A.2.1 & A.2.2
ILA-D101 & ILA-D105
Session A.2.3
ILA-D102
Enjoy!
Jeremy