THE IT IS WRITTEN DIGEST

Study notes, Haus Rules, and courage for the road.

From It Is Written Academy

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ISSUE NO. 2 — NOVEMBER 2026

THIS ISSUE’S EXAM PREPARATION

UNDER: SEC — REGULATION D

Haus Rule: 1-2-3 — An accredited investor is an investor the law allows into private placements, and the Haus Rule 1-2-3 counts the ways in. By income: $200,000 a year on your own, or $300,000 together with a spouse, in each of the last two years, with the same expected ahead. By net worth: $1 million or more, not counting the home you live in. By credentials: a Series 7, Series 65, or Series 82 license in good standing; knowledgeable employees of a fund and family offices count too. A company with $5 million or more in assets can stand in the same place. The name counts the money: 1 million, 200 thousand, 300 thousand.

A WORD FOR THE ROAD

“Evaluate with intentionality, and you’ll find your clarity.”

Renee Hausmann, Founder, It Is Written Academy

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PAST ISSUES

ISSUE NO. 1 — OCTOBER 2026

THIS ISSUE’S EXAM PREPARATION

UNDER: FINRA — PROHIBITED PRACTICES (CONDUCT RULES)

Haus Rule: POUR — When a conduit, like a REIT or a regulated investment company, pours out at least 90% of its income to investors, the conduit itself pays no corporate tax. If the conduit does not distribute at least 90% of its income, the money is taxed twice.

A WORD FOR THE ROAD

“Evaluate with intentionality, and you’ll find your clarity.”

Renee Hausmann, Founder, It Is Written Academy

New here? Claim your free sampler cards.