This class was created by Brainscape user Kim Bowman. Visit their profile to learn more about the creator.
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Kim Bowman
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Decks in this class (12)
Assignment 1 - Personal Wealth Mgmt
An arrangement for the devolution...,
The actions of indiv and firms in...,
The translation of personal obj i...
58
cards
Assignment 2 - A Macro View
Premium rates that are set for ea...,
Risk management issue 2,
Employer sponsored life insurance...
73
cards
Assignment 3 - Investment Strategy
Theory that seeks to achieve the ...,
Theory that states that common st...,
Systematic risks versus unsystema...
69
cards
Assignment 4 - Retirement Planning Approaches
If db plan has a pv of the cumula...,
Term for a plan in which ss benef...,
Some commentators have referred t...
54
cards
Assignment 5 - The Tax Mgmt Process
Type of trust whose income is tax...,
When income has been credited to ...,
Increases in income that just kee...
43
cards
Assignment 6 - An Overview of Estate Planning
Type of ownership exists when pro...,
Property that is handled and dist...,
Trusts that allow an unlimited du...
42
cards
Assignment 7 - Managing Personal Risk
Managed care plan using a primary...,
Type of settlement option 2,
Type of protection for the owner ...
56
cards
Assignment 8 - Managing Property and Liability Risk
Other prop and liability policies 1,
Only source of flood and mudslide...,
Special endorsement on homeowner ...
37
cards
Assignment 9 - Inv. Mgmt: Growth and Value Through Equity Investing
Inv of a certain sum of money at ...,
Type of order specifies the max p...,
Type of order to buy or sell secu...
50
cards
Assignment 10 - Inv. Mgmt: Income Generation
Type of cash equivalents 1,
Type of inv comp that invests in ...,
Type of cash equivalents 3
62
cards
Assignment 11 - Portfolio Theory and Diversification
A way that tax can be determined ...,
Type of inv fund that is organize...,
Type of investor that follows buy...
78
cards
Assignment 12 - Accumulating and Deploying Cap for Targeted Goals
Cv accumulation is guaranteed as ...,
Sales charges deducted from the p...,
Charges imposed on if more than a...
64
cards
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RPA 4
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