Lump sum tax - Study guides, Class notes & Summaries
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Kentucky Life Insurance Exam Prep| Questions and Verified Answers| 100 % Correct| Grade A (New 2024/ 2025 Update)
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Kentucky Life Insurance Exam Prep| 
Questions and Verified Answers| 100 % 
Correct| Grade A (New 2024/ 2025 Update) 
 
 
QUESTION 
 Nonforfeiture Options 
Three options available by law to policyowners that enable them to recover a policy's cash-value 
upon surrender of that policy. (1) Cash (2) Reduced Paid-Up Insurance (3) Extended Term 
Insurance 
 
 
 
QUESTION 
 Immediate Annuities 
 
 
Answer: 
- Can only be funded using the Single Premium payment method 
- First income payment is ma...
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Texas Life and Health Insurance Exam (question and answers) 2022/2023
- Exam (elaborations) • 19 pages • 2022
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At what point must a life insurance applicant be informed of their rights that fall under the Fair Credit Reporting Act? - ANSWER Upon completion of the application 
 
Who elects the governing body of a mutual insurance company? - ANSWER policyholders 
 
An insurance applicant MUST be informed of an investigation regarding his/her reputation and character according to the - ANSWER Fair Credit Reporting Act 
 
What type of reinsurance contract involves two companies automatically sharing their ri...
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Massachusetts Health & Accident Insurance Exam Latest Version Graded A+
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Massachusetts Health & Accident 
Insurance Exam Latest Version 
 
Graded A+ 
 
Hazard Situation that increases chance of loss 
 
Annuity Policy issued by an insurance company to promise you an income that can last you a 
lifetime 
 
Insurer An insurance company 
 
Insured A person or business covered by an insurance policy 
 
Health Insurance Broad field of insurance plans that provide protection against financial 
consequences of illness, accidents, injury, and disability 
- Paid on a year-to-y...
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RPA1 Exam 2023 Questions and Answers
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Registered Pension Plan - Answer- refers to an arrangement offered by an employer or union to provide retirement benefits to plan members in the form of periodic payments during retirement. 
 
Defined benefit (DB) pension plan - Answer- refers to a registered pension plan that provides benefits based on the plan member's years of service and earnings. 
 
Defined contribution (DC) pension plan - Answer- refers to a registered pension plan that provides benefits based on the amount accumulated in...
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FIN2601 Assignment 1 (QUALITY ANSWERS) Semester 2 202
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This document contains workings, explanations and solutions to the FIN2601 Assignment 1 (QUALITY ANSWERS) Semester 2 2024. For assistance whats-app us on 0.6.8..8.1.2..0.9.3.4... Question 1 
Complete 
Mark 1.00 out of 1.00 
QUIZ 
Which of the following statements are correct if a company focuses on profits 
as financial goal? 
a) Risk is ignored. 
b) The share price is ignored. 
c) The size of the investment required to generate the profit is ignored. 
1. a and b 
2. c and a 
3. b and c 
4. a, b...
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WISE Practice Test Questions and Answers with Verified Solutions
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WISE Practice Test Questions and 
Answers with Verified Solutions 
 
To be eligible for a Federal Housing Administration (FHA) loan, what must an individual 
typically meet? 
- Have at least a high school diploma 
- Provide a down-payment amounting to 25% of the home's cost 
- Meet specific income criteria 
- Obtain co-signers for the loan 
 
A high school student is exploring a career in finance. What should the student prioritize in their 
decision-making process? 
- Will I be able to achiev...
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FIN2602 EXAM PACK 2023
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OCT/NOV 2020 
FIN2602 
Personal Financial Management 
70 Marks 
Duration 2 Hours 
First examiner: Nico Swart 
Second examiner: Me L Ngcobo 
This paper consists of 21 pages including one rough work sheet plus instructions for the 
completion of a mark reading sheet. 
Instructions: 
Use of a non-programmable pocket calculator is permissible. 
This examination question paper remains the property of Unisa. 
We remind you about your Honesty Declaration. 
Remember to submit your examinatio...
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CRPC Practice Test Questions and Answers All Correct
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CRPC Practice Test Questions and Answers All Correct 
 
Discuss the use of a bucket strategy - Answer-- used to mitigate the sequence of returns risk by creating a bucket of cash or money market instruments for immediate cash flow needs, while also maintaining a diversified portfolio of more volatile assets with high potential returns for future needs. 
 
Discus the role that a single premium immediate annuity (SPIA) can plan in a clients retirement income portfolio - Answer-- the purchase of a...
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FIN2601 Assignment 1 (DETAILED ANSWERS) Semester 2 2024 - DISTINCTION GUARANTEED
- Exam (elaborations) • 23 pages • 2024
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FIN2601 Assignment 1 (DETAILED ANSWERS) Semester 2 2024 - DISTINCTION GUARANTEED - DISTINCTION GUARANTEED - DISTINCTION GUARANTEED Answers, guidelines, workings and references . Which of the following statements are correct if a company focuses on profits 
as financial goal? 
a) Risk is ignored. 
b) The share price is ignored. 
c) The size of the investment required to generate the profit is ignored. 
1. a and b 
2. c and a 
3. b and c 
4. a, b and c 
Question 2 
Complete 
Mark 1.00 out of 1.00 ...
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Florida Life, Health and Variable Annuity Exam Correct !!
- Exam (elaborations) • 15 pages • 2023
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Entire Contract Provision - ANSWER found at the beginning of the policy, saying that the policy cannot refer to any outside documents as being part of the contract and prohibiting the insurer from making any changes to the policy after it has been issued. (can only make good changes not bad) 
 
Insuring Clause - ANSWER sets forth the company's basic promise to pay benefits upon the insured's death. 
 
Free-Look Provision - ANSWER gives policyowners the right to return the policy for a full pre...
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