Glossary of Over 1000 Terms

Life Insurance Related Legal, Financial and Medical Terms Clarified

ENTITY REDEMPTION AGREEMENT
EOLI
ESOP REPURCHASE LIABILITY
ESTATE DISTRIBUTION
ESTATE EQUALIZATION
ESTATE FREEZE
ESTATE FREEZE TECHNIQUE
ESTATE INCLUSION
ESTATE INCLUSION OF LIFE INSURANCE
ESTATE INCLUSION RULE
ESTATE INCLUSION TESTS
ESTATE LIQUIDITY
ESTATE LIQUIDITY PLANNING
ESTATE PLANNING
ESTATE SETTLEMENT
ESTATE TAX APPORTIONMENT
ESTATE TAX RETURN
EXAM ONE
EXAM SCHEDULING
EXCEPTIONS TO TRANSFER-FOR-VALUE
EXCLUSION RATIO
EXECUTIVE BONUS
EXECUTIVE BONUS PLAN
EXECUTIVE RETENTION
EXECUTOR ACCOUNTING
EXECUTOR COMPENSATION
EXECUTOR ROLE
EXPENSE CHARGE
EXPENSE CHARGE SCHEDULE
EXPERIENCE REFUND
EXTENDED COVERAGE
EXTENDED TERM INSURANCE
EXTENDED TERM OPTION
FACE AMOUNT
FACULTATIVE REINSURANCE
FACULTATIVE SUBMISSION
FAIR MARKET VALUE
FAIR MARKET VALUE APPRAISAL
FALL RISK
FAMILY HISTORY IMPACT
FAMILY HISTORY OF CANCER
FAMILY HISTORY OF HEART DISEASE
FAMILY INCOME BENEFIT
FAMILY LIMITED PARTNERSHIP
FAMILY LIMITED PARTNERSHIP VALUATION
FAMILY WEALTH TRANSFER
FASTING GLUCOSE
FATTY LIVER
FEV1
FEV1/FVC RATIO
FIDUCIARY ACCOUNTING
FIDUCIARY ACCOUNTING INCOME
FIDUCIARY DUTY
FIDUCIARY INCOME TAX
FIDUCIARY RETURN
FIELD UNDERWRITING
FIELD UNDERWRITING CHECKLIST
FIELD UNDERWRITING MANUAL
FIELD UNDERWRITING REPORT
FIFO TAXATION
FINAL EXPENSE INSURANCE
FINANCIAL JUSTIFICATION
FINANCIAL SUPPLEMENT
FINANCIAL UNDERWRITING
FINRA ANNUITY COMMUNICATION RULES
FINRA COMMUNICATIONS RULE
FINRA RULE 2210
FINRA RULE 2330
FINRA SUITABILITY RULE
FINRA SUPERVISION RULE
FIRST-TO-DIE LIFE INSURANCE
FIXED ACCOUNT
FIXED ANNUITY
FIXED INDEXED ANNUITY CAP
FIXED INDEXED ANNUITY PARTICIPATION RATE
FIXED INDEXED ANNUITY SPREAD
FIXED PAYOUT
FLAT EXTRA
FLAT EXTRA LETTER
FLAT EXTRA RATING
FLOOR RATE
FLP
FOREIGN TRAVEL
FOREIGN TRAVEL RISK
FORM 1041
FORM 706
FORM 709
FORM 8283
FORM 8925
FORMULA CLAUSE
FRAILTY ASSESSMENT
FRAUD DETECTION
FRAUD PREVENTION
FREE LOOK
FREE LOOK PERIOD LAWS
FREE WITHDRAWAL
FREE WITHDRAWAL PRIVILEGE
FREE-LOOK PERIOD
FTC SAFEGUARD RULE
FUNDING MECHANISM