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Annuity

Total questions: 15

Worksheet time: 8mins

Name
Class
Date
1.

__________ is a cash flow payment which continues indefinitely

a)

Annuity

b)

Perpetuity

c)

Sinking Fund

d)

All of the above

2.

What is the main difference between an annuity and a compound interest investment?

a)

A series of payments is made for annuities.

b)

A series of payments is made for annuities.

c)

The cash value of annuities can be figured using the compound interest table.

d)

Annuities involve a series of payments of usually differing amounts, whereas compound investments involve regular contributions of equal amounts.

3.

When is payment made on an ordinary annuity?

a)

Beginning of the period

b)

Middle of the period

c)

End of the period

d)

First 3 days of the period

4.

When is payment made on an annuity due?

a)

Beginning of the Period

b)

First 3 days of the period

c)

Middle of the period

d)

End of the period

5.

(a)   is a contract between you and an insurance company that requires the insurer to make payments to you, either immediately or in the future.

6.

What is the main difference between an annuity and a compound interest investment?

a)

A series of payments is made for annuities.

b)

Annuities involve a series of payments of usually differing amounts, whereas compound investments involve regular contributions of equal amounts.

c)

The cash value of annuities can be figured using the compound interest table.

d)

Compound interest investments are for a shorter time period.

7.

The amount of an annuity payment is based upon which of the following factors?

a)

Starting principal

b)

Income period

c)

Interest

d)

All of the above

8.

Before the payout period begins, the annuity is in the

a)

Premium phase

b)

Accumulation phase

c)

Collection phase

d)

None of the choices

9.

The principal reason for investing in annuities is:

a)


to create an estate

b)

to leave an inheritance

c)

as a retirement tool

d)

All of the above

10.

Since there is no possibility of loss, the insurer bears the burden of risk in a fixed annuity

a)

True

b)

False

11.

A ___________ is an insurance contract that pays a guaranteed rate of interest on the owner's contributions and later provides a guaranteed income.

a)

Fixed Annuity

b)

Variable Annuity

c)

Contingent Annuity

d)

None of the choices

12.

The formula for the Present Value of annuity is: = A (( 1+i)^n - 1)/i; where A is the periodic payment

a)

True

b)

False

13.

In computing the future value of annuity, the formula is A((1 - ( 1+i)^-n)/i

a)

True

b)

False

14.

Timothy joined a cooperative by depositing Php 14,500 at the end of each year for four years. Interest is 10% compounded annually. What is the value of Timothy's annuity at the end of 4 years

a)

67,294.00

b)

67,295.50

c)

67,294.50

d)

67,295

15.

Jonathan wants to received a Php 100,000 annuity in 3 years. Interest on the annuity in 3 years. Interest on the annuity is 8% annually. Jonathan will make withdrawals at the end of each year. How much must Jonathan invest today to receive the stream of payments for 3 years

a)

257,708.00

b)

257,708.70

c)

257,709.00

d)

257,709.70