Journal of Financial Service Professionals, Volume 55Society of Financial Service Professionals, 2001 - Finance, Personal |
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Common terms and phrases
adjusted allocation American amount annual annuity apply basis beneficiary Bryn Mawr cafeteria plan cash value ChFC clients Code corporation cost court death benefit deduction deferred distribution dollar earnings earnout economic Employee Benefit equity ERISA estate planning estate tax executive federal financial planning Financial Service Professionals gift tax Gramm-Leach-Bliley Act grantor trust ILIT income tax increase industry inflation Insurance Company insurance policy interest investment investor issue long-term ment mutual funds NQDC plan options participant payment pension percent planners portfolio premium purchase QFOBI qualified plan regulations repeal result retirement account retirement planning Revenue risk Roth IRA rules savings Section settlor Social Security Society of Financial split-dollar taxable taxpayers tion transfer underwriting variable Widener University