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CFP® flashcards

CFP Insurance

This class was created by Brainscape user Connor Kirkpatrick. Visit their profile to learn more about the creator.

By: Connor Kirkpatrick
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Decks in this class (7)

Definitions
3 types of hazards,
Moral hazard,
Morale hazard
47  cards
Type of Life Insurance
Term life,
Universal life,
Whole life
8  cards
Annuities
Pure life annuity,
Life annuity w guaranteed minimum...,
Installment refund annuity
3  cards
Taxation of Life Insurance
Taxes on dividends in li policy,
Withdrawals on mec,
Withdrawals on not a mec
5  cards
Taxation of installment Option/Annuities
Exclusion inclusion ratio,
Buy annuity for 500k will get 4 0...
2  cards
Social Security
Reduction of benefits,
Example fra is 65 but take ss at ...,
Example fra is 67 but take ss at ...
11  cards
Medicare
Medicare part a,
Medicare a benefits period,
Medicare a deductibles
13  cards

More about
CFP Insurance

  • Class purpose General learning

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