Segregate - Study guides, Class notes & Summaries

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Segregated Funds and Annuities (SFA) with complete solution
  • Segregated Funds and Annuities (SFA) with complete solution

  • Exam (elaborations) • 49 pages • 2024
  • Segregated Funds and Annuities (SFA) with complete solution
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Segregated Funds and Annuities Exam Questions and Answers (GRADED A+)
  • Segregated Funds and Annuities Exam Questions and Answers (GRADED A+)

  • Exam (elaborations) • 17 pages • 2024
  • Investing - ANSWER-using money to make money Principal - ANSWER-initial capital/seed sometimes ACB (adjusted cost base) Fair market value - ANSWER-current value of a property Return, gain, growth, interest - ANSWER-profit above the principal Liquidity - ANSWER-quick, easy, conversion to cash, without affecting value Volatility - ANSWER-fluctuation in investment value Leveraging - ANSWER-borrowing money to invest a "multiplier" of risk and return Inflation - ANSWER-in...
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Segregated Funds and Annuities with complete solution
  • Segregated Funds and Annuities with complete solution

  • Exam (elaborations) • 19 pages • 2024
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Chapter 20 Segregated Funds Questions with 100% Correct Answers | Latest Version 2024 | Expert Verified | Ace the Test
  • Chapter 20 Segregated Funds Questions with 100% Correct Answers | Latest Version 2024 | Expert Verified | Ace the Test

  • Exam (elaborations) • 11 pages • 2024
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  • Which body is responsible for ensuring that federally regulated insurance companies are adequately capitalized under the requirements of the federal Insurance Companies Act? A. CLHIA 0% B. Assuris C. OSFI D. IIROC C.A federal regulatory body, the Office of the Superintendent of Financial Institutions (OSFI), is responsible for ensuring that federally regulated insurance companies are adequately capitalized. The federal Insurance Companies Act governs these solvency requirements. Segregat...
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Segregated Funds and Annuities (SFA) Questions and Answers (Graded A+)
  • Segregated Funds and Annuities (SFA) Questions and Answers (Graded A+)

  • Exam (elaborations) • 43 pages • 2024
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  • What is Segregated Funds LLQP - SFA VL 01 - ANSWER-Segregated Fund is also an investment. it is just a fancy version of mutual fund. Segregated Fund is an insurance product, and it is an investment. Segregated Funds offer some unique features that mutual funds generally do not, such as: - Guarantees - Ability to BY-Pass Probate - Creditor Proofing A segregated Fund is a great product but remember it's not Life Insurance! rather, it's an investment somewhat similar to a Mutual Fund...
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