Series 7 Whisperer

Trusts and Joint Accounts ( Series 65 and Series 66 Exam )

April 28, 2026·13 min
Episode Description from the Publisher

Send us Fan Mail Trusts, Estates & Joint Accounts | Series 65 and Series 66 Exam Prep Everything you need on trusts, estates, and joint accounts for the Series 65 (Uniform Investment Adviser Law Examination) and Series 66 (Uniform Combined State Law Examination). This topic isn't a huge percentage of the exam, but it's easy points if you know the patterns NASAA likes to test. What this video covers: Joint account types — JTWROS (Joint Tenants with Rights of Survivorship), Tenants in Commo...

Podzilla Summary coming soon

Sign up to get notified when the full AI-powered summary is ready.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.

Listen to This Episode

Get summaries like this every morning.

Free AI-powered recaps of Series 7 Whisperer and your other favorite podcasts, delivered to your inbox.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.