Glossary of Over 1000 Terms

Life Insurance Related Legal, Financial and Medical Terms Clarified

SUCCESSION PLANNING
SUICIDE ATTEMPT HISTORY
SUICIDE CLAUSE
SUITABILITY
SUITABILITY FORM
SUITABILITY QUESTIONNAIRE
SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN
SURRENDER CHARGE
SURRENDER REQUEST FORM
T4 LEVEL
TAX-DEFERRED ACCUMULATION
TAX-EXEMPT PROCEEDS
TAX-FREE DEATH BENEFIT
TERM
TIA
TRAIL COMMISSION ANNUITY
TRANSFER-FOR-VALUE RULE
TRUST DISTRIBUTION TAXATION
TRUST INCOME TAXATION
TSH ABNORMAL
TSH LEVEL
TWISTING AND CHURNING
UNEARNED PREMIUM RESERVE
UNFAIR TRADE PRACTICES ACT
USA PATRIOT ACT
VALUATION OF POLICY GIFT
VARIABLE ANNUITY RISK DISCLOSURE
VARIABLE ANNUITY SUBACCOUNTS
WBC TEST
WITHDRAWAL TO BASIS RULE TEST