Terms with Tag Annuity
- Account Current Value (ACV) — Acronym, ➥ In relation to retirement annuities.
- Accumulation Period (AP) — Acronym, Important,
- The period where an investor continues to put money into his or her investment(s).
- Advanced Rate Annuity® (ARA) — Acronym, ➥ A registered trademark owned by Standard Insurance Company used in conjunction with their financial investment services.
- Annuitant — Definition,
- An individual who owns or is the recipient of an annuity.
- Annuitization — Definition,
- The process of turning a retirement plan or annuity into income in the form of periodic payments or a single lump sum.
- Annuitization Options — Definition,
- The different income dispersal options available when annuitizing a retirement plan or annuity, such as the timeframe and list of beneficiaries.
- Annuity — Definition,
- A financial instrument that disperses a number of payments over a set period of time.
- A regular periodic payment made by an insurance company to a policyholder for a specified period of time.
- Annuity Certain — Definition,
- A type of annuity that makes payments to the annuitant for a set term; payments stop when the agreed upon term ends, even if the annuitant is still alive after the term ends.
- Annuity Consideration — Definition,
- The payment(s) made by an individual in order to accumulate value in an annuity.
- Annuity Contract — Definition,
- A contract that outlines each party's responsibilities as they relate to an annuity.
- Annuity Due (AD) — Acronym, Important,
- Annuity Factor Method — Definition,
- A way of determining the maximum amount an annuitant can withdraw from an annuity before penalties are applied.
- Annuity in Advance — Definition,
- When payments are made at the start of a period as opposed to the end.
- Annuity in Arrears — Definition,
- When payments are made at the end of a period as opposed to the start.
- Annuity Ladder — Definition,
- A financial plan to purchase multiple annuities from different companies over a number of years in order to minimize interest rate risk and the risk of a total loss.
- Annuity Mortgage (AM) — Acronym,
- Annuity Table — Definition,
- A table that can be used to find the future value of an annuity.
- Beneficiary — Definition,
- An individual or entity chosen to receive benefits from a will, trust, deed or insurance policy.
- Board Certified in Annuities (BCA) — Acronym,
- Cash Refund Annuity — Definition,
- An annuity that refunds any remaining balance to the beneficiaries or the annuitant's estate when the annuitant dies.
- Certified Annuity Consultant (CAC) — Acronym,
- Certified Annuity Specialist (CAS) — Acronym, Important,
- A professional who is certified to provide investment advice about annuities to clients.
- Charitable Gift Annuity (CGA) — Acronym, Canada, Very Important,
- A method to facilitate charitable giving whereby an individual transfers assets to a charity in exchange for a tax deduction and lifetime retirement income payments from the charity.
➥ A form of planned giving. - Commissioners Annuity Reserve Valuation Method (CARVM) — Acronym,
- Commissioners' Reserve Valuation Method — Definition,
- A method used to determine the minimum statutory reserves for annuities and insurance products.
- Commutation — Definition,
- An option given to the beneficiaries of annuities and life insurance policies that allows them to modify the frequency and size of benefit payments.
- Deferred Annuity — Definition,
- An annuity that makes payments to the annuitant at some date in future instead of immediately.
- Deferred Charitable Gift Annuity (DCGA) — Acronym,
- Deferred Life Annuity (DLA) — Acronym,
- Deferred Payment Gift Annuity (DPGA) — Acronym, United States, ➥ A US taxation term.
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Account Current Value -
Annuitant
Annuitant
