Glossary of Over 1000 Terms

Life Insurance Related Legal, Financial and Medical Terms Clarified

1035 ANNUITY EXCHANGE
1035 EXCHANGE
1035 EXCHANGE DISCLOSURE
1035 EXCHANGE FORM
20-PAY WHOLE LIFE
409A PENALTY
409A VALUATION
A1C
ADULT DAY CARE
ADVANCED HEALTHCARE DIRECTIVE
ADVERTISING COMPLIANCE
AGE AND AMOUNT CHART
AGE LAST
AGE LAST BIRTHDAY
AGE LAST BIRTHDAY RULE
AGE NEAREST
AGE NEAREST BIRTHDAY
AGE NEAREST BIRTHDAY RULE
AGENT APPOINTMENT
AGENT APPOINTMENT PROCESS
AGENT DISCLOSURE
ALBUMINURIA LEVEL
ALCOHOL CONSUMPTION
ALCOHOL TREATMENT
ALCOHOL USE DISORDER
ALKALINE PHOSPHATASE
ALT AST ELEVATION
ALTERNATE PLAN OF CARE
ALTERNATE VALUATION DATE
ALZHEIMER'S DISEASE
AML TRAINING
ANGIOGRAM
ANGIOPLASTY
ANNUAL EXCLUSION
ANNUAL EXCLUSION GIFTS
ANNUAL RENEWABLE TERM
ANNUAL STATEMENT REVIEW
ANNUITANT
ANNUITY 1099-R REPORTING
ANNUITY ACCUMULATION VALUE
ANNUITY BENEFICIARY DESIGNATION
ANNUITY BENEFICIARY TAX TREATMENT
ANNUITY BONUS CREDIT
ANNUITY CAP RATE
ANNUITY CASE STUDY
ANNUITY CHARGEBACK
ANNUITY COMPLAINT HANDLING
ANNUITY CONTRACT OWNER
ANNUITY CREDITING METHOD
ANNUITY CREDITING METHOD CHANGE
ANNUITY DEATH BENEFIT
ANNUITY DEATH BENEFIT PAYOUT
ANNUITY DEFERRAL PERIOD
ANNUITY DEFINITION
ANNUITY DISCLOSURE FORM
ANNUITY DISTRIBUTION PHASE
ANNUITY EXAMPLES
ANNUITY EXCLUSION RATIO
ANNUITY EXCLUSION RATIO CALCULATION
ANNUITY FLOOR RATE
ANNUITY FREE WITHDRAWAL
ANNUITY FREE WITHDRAWAL PRIVILEGE
ANNUITY FUNDING
ANNUITY GUARANTEED RATE DISCLOSURE
ANNUITY GUARANTEED VALUE
ANNUITY ILLUSTRATION
ANNUITY INCOME BASE
ANNUITY INCOME FLOOR
ANNUITY INCOME RIDER
ANNUITY INTEREST RATE
ANNUITY LADDER
ANNUITY MARKET VALUE ADJUSTMENT
ANNUITY PAYOUT OPTION
ANNUITY PAYOUT PHASE
ANNUITY PENALTY-FREE WITHDRAWAL
ANNUITY RIDER
ANNUITY ROLL-UP RATE
ANNUITY SETTLEMENT OPTIONS
ANNUITY SPREAD RATE
ANNUITY STEP-UP FEATURE
ANNUITY STRATEGY
ANNUITY SURRENDER PENALTY
ANNUITY SURRENDER VALUE
ANNUITY TAX DEFERRAL
ANNUITY TAXATION
ANNUITY TRAINING REQUIREMENT
ANNUITY WITHDRAWAL CHARGE
ANTI-MONEY LAUNDERING
ANTI-MONEY LAUNDERING COMPLIANCE
ANTIDEPRESSANT USE
ANXIETY DISORDER
ANXIETY MEDICATION
AORTIC STENOSIS
APL
APPEAL PROCESS
APPLICATION FULFILLMENT
APPLICATION PART 1
APPLICATION PART 2
APPS PARAMED
APS NARRATIVE