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Glossary
A glossary of annuity and financial planning terms.
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- 1035 Exchange
-
a
- A-Share Variable Annuity
- A-Shares
- Accumulation Period
- Accumulation Phase
- Actuarial Escape Velocity
- Advanced Life Deferred Annuity
- Adverse Selection
- Advisory Account
- Ambiguity Aversion
- Annuitant
- Annuitization
- Annuitize
- Annuity
- Annuity Certain
- Annuity Payments
- Annuity Puzzle
- Asset
- Asset Accumulation
- Asymmetric Information
- Availability Heuristic
-
b
- B-Share Variable Annuity
- B-Shares
- Behavioral Finance
- Beneficiary
- Bequest
- Bequest Motive
- Blue Zone
- Bond
- Broker Dealer
- Brokerage Account
-
c
- C-Share Variable Annuity
- C-Shares
- Capital
- Capital Market
- Captive Agent
- Certificate of Deposit
- Certified Financial Planner
- Charitable Gift Annuity
- Commutation
- Compulsory Annuitization
- Compulsory Annuity
- Conflict of Interest
- Conjunction Fallacy
- Consumer
- Contingent Deferred Sales Charge
- Contract Holder
- Credit Risk
-
d
- Death Benefit
- Decumulation
- Decumulation Period
- Decumulation Phase
- Deferral Period
- Deferred Annuity
- Defined Benefit Plan
- Defined Contribution Plan
- Department of Insurance
- Dollar Cost Average
-
e
- Early Withdrawal Fee
- Early Withdrawal Fee
- Enhanced Annuity
- Enhanced Death Benefit
- Enhanced Earnings Benefit
- Equity Indexed Annuity
- Exclusion Ratio
-
f
- Fee-Based
- Fee-Only
- Fiduciary
- Financial Advisor
- Financial Industry Regulatory Authority
- Financial Planning
- FINRA
- Fixed Annuities
- Fixed Annuity
- Fixed Immediate Annuity
- Fixed Indexed Annuity
- Frame
- Free Look Period
- Free Withdrawal Provision
-
g
- General Account
- Gift Annuity
- GLB
- GLWB
- GMAB
- GMIB
- GMWB
- Guaranteed Lifetime Withdrawal Benefit
- Guaranteed Living Benefit
- Guaranteed Minimum Accumulation Benefit
- Guaranteed Minimum Income Benefit
- Guaranteed Minimum Withdrawal Benefit
-
h
- Hedge
- Hedging
- Home Equity Conversion Mortgage
- Human Capital
- Hyperbolic Discounting
-
i
- Immediate Annuity
- Income
- Indexed Annuity
- Inflation
- Inflation Risk
- Insurable Interest
- Insurance
- Insurance Agent
- Insurance Broker
- Insurance Company
- Insure
- Insured
- Insurer
- Investing
- Investment Advisor's Act
- Investment Management Fee
- Irrevocability
- Irrevocable
-
j
- Joint and Survivor Contract
-
l
- L-Share Variable Annuity
- L-Shares
- Life Annuity
- Life Insurance
- Life Settlement
- Life-Cycle Finance
- Life-Cycle Investing
- Liquid
- Liquidity
- Living Benefits
- Long Term Care Annuity
- Longevity
- Longevity Annuity
- Longevity Risk
- Longevity Swap
- Loss Aversion
- Lump Sum
-
m
- M&E Fee
- Market Risk
- Mental Accounting
- Methuselah Foundation
- Mortality
- Mortality and Expense Charge
- Mortality and Expense Fee
- Mortality Credit
- Mortality Yield
-
p
- Pension Buy-In
- Pension Buy-Out
- Prospect Theory
-
q
- Qualified Annuity
-
r
- Regenerative Medicine
- Resveratrol
- Reverse Mortgage
- Ruin Contingent Life Annuity
-
s
- SALB
- Section 1035 Exchange
- Separate Account
- Sequence of Investment Returns
- Sequence of Returns Effect
- Sequence of Returns Risk
- Single Premium Annuity
- Speculation
- Standalone Living Benefit
- Subaccount
- Surrender Charge
- Surrender Charge Period
- Surrender Fee
-
t
- Target-Date Fund
-
v
- Variable Annuities
- Variable Annuity
-
w
- Withdrawal Fee
-
x
- X-Share Variable Annuity
- X-Shares
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