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Glossary


A glossary of annuity and financial planning terms.

1
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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