Section Review
This completes our discussion of the Method 2 asset transfer evaluation. Check your knowledge by answering the following questions:
1. What is the additional Method 2 condition?
2. What are the steps of the Method 2 evaluation process?
The next section will help you finalize Steps 3 of the Method 1 and Method 2 evaluation processes by explaining the steps to determining whether an annuity is actuarially sound.
This is the end of the section. Click Next» to go to the next section.
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Transfer Evaluation - Evaluation Method 2