| 401(k) |
| Add-on interest |
| Additional principal payment |
| Adjustable Rate Bond (or Preferred Stock) |
| Adjusted Gross Income |
| Advisory Service |
| American Depository Receipts (ADRs) |
| American Stock Exchange (AMEX) |
| Amortization |
| Anniversary Date |
| Annual fee |
| Annual percentage rate (APR) |
| Annual Report |
| Annual Return |
| Annuitant |
| Annuity |
| Asset |
| Asset Allocation |
| Asset-Backed Securities |
| Assumed Investment Return (AIR) |
| Average daily balance |
| Average Tax Rate |
| Balance Transfer |
| Balance Transfer Fee |
| Bankruptcy Code |
|
| Bankruptcy Trustee |
| Beneficiary |
| Bereavement period |
| Billing Cycle |
| Billing Statement |
| Blue Chips |
| Bonds |
| Bond Mutual Fund |
| Broker |
| Capital Gain (Loss) |
| Cash Surrender Value |
| Cash Value |
| Cash Value of Life Insurance |
| Certificates of Deposit (CDs) |
| Commission |
| Common Stock |
| Consumer Credit Counseling Service |
| Consumer Price Index |
| Controllable Expense |
| Conversion Period |
| Convertible |
| Corporate Bonds |
| Co-signer |
| Death Benefit |
| Debit card |
| Debt Consolidation |
| Debt-to-income ratio |
| Debtor |
| Default |
| Depreciation |
| Disability Insurance |
| Discount Broker |
| Discretionary Income |
| Diversification |
| Dow Jones Industrial Average |
| Down payment |
| Economic Value |
| Emergency Fund |
| Estate Planning |
| Estate Tax |
| Evidence of Insurability |
| Executor |
| Expense |
| Face Amount |
| Final Expenses |
| Fixed Annuities |
| Fixed Expenses |
| Fixed-Income Securities |
| Fixed Investment |
| Front-End Load (Sales Charge) |
| Fund Objective |
| Gross Income |
| Growth Stock |
| Guaranteed Renewable |
| Health Insurance |
| High-grade Bonds |
| Homeowners Insurance |
| Income Stock |
| Individual Retirement Account (IRA) |
| Inflation |
| Insurable |
| Insurer Risk |
| Interest Rate Risk |
| Investment Vehicle |
| IRC |
| Junk Bonds |
| Large Cap Funds |
| Leading Economic Indicators |
| Liabilities |
| Life Insurance |
| Living Trust |
| Liquidity |
| Load |
| Long-Term Care Insurance |
| Long-Term Growth of Principal |
| Money Market |
| Money Market Accounts |
| Money Market Deposit Accounts |
| Money Market Funds |
| Money Market Mutual Fund |
| Morningstar |
| Mortality Cost |
| Municipal Bonds |
| Municipal Bond Fund |
| Mutual Fund |
| NASDAQ |
| Net Income |
| Net Worth |
| NYSE |
| Ordinary Life |
| Over-the-Counter Market |
| Pension Plan |
| Policy Holder |
| Policy Value |
| Political and Legislative Risk |
| Portfolio |
| Preferred Stock |
| Premium |
| Prime Rate |
| Prospectus |
| Recession |
| Renewal Rate |
| Return on Investments |
| Revocable Trust |
| Risk |
| Risk Tolerance |
| “Rollover” IRA |
| S&P 500 |
| Sales Commission |
| Securities |
| Shares Outstanding |
| Single-Pay Life |
| Small Cap Funds |
| Stock |
| Stock Dividend |
| Stock Fund |
| Stock Mutual Fund |
| Stock Split |
| Surrender Charge |
| Surrender Charge Period |
| Surrender Charge Schedule |
| Survivors |
| Tax-Deferred Investment |
| Tax Shelter |
| Taxable Income |
| 30-Day Treasury Bill |
| Treasury Bills |
| Treasury Bonds |
| Treasury Notes |
| Trust |
| Trustee |
| Underwriter |
| U.S. Treasury Bills |
| Value Stocks |
| Variable Annuity |
| Volatility |
| Waiting Period |
| Will |
| Yield |
| Zero Coupon Bond |
