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Decks in this class (20)
Insurance: Chapter 1
What is risk 1,
What is peril 2,
What is a hazard 3
32
cards
Insurance: Chapter 2
What opportunities provide ways t...,
What 3 properties are examples in...,
What actions create liability 3
33
cards
Insurance: Chapter 3
A homeowners insurance policy cov...,
This is the part of a homeowners ...,
What are typically included in se...
59
cards
Insurance: Chapter 4
What three things are comprehensi...,
What is a deductible 2,
What is coinsurance 3
41
cards
Insurance: Chapter 5
In terms of its negative financia...,
What is total disability for the ...,
What does total disability for mo...
36
cards
Insurance: Chapter 6
What needs does life insurance ad...,
What needs does life insurance ad...,
What needs does insuring the join...
75
cards
Insurance: Chapter 7
What is the taxation of whole lif...,
What ways can dividends be used f...,
What is the death benefit equal t...
26
cards
Insurance: Chapter 9
What four conditions must group l...,
What is a group permanent nonforf...,
What is dependent coverage 3
19
cards
Insurance: Chapter 10
What are section 125 cafeteria pl...,
What are some examples of choices...,
What are the two types of flexibl...
20
cards
Insurance: Chapter 8
What is a buy sell agreement 1,
What is an example of a stock red...,
What is an example of a cross pur...
33
cards
General Principles: Chapter 1
What is financial planning 1,
Who is a client 2,
When is a practitioner engaged 3
18
cards
General Principles: Behavioral Finance
What is heuristics 1,
What is financial infidelity 2,
What is anchoring 3
26
cards
General Principles: Chapter 2
What are the codes of conduct by ...,
What is the fiduciary standard 2,
What is the duty of loyalty 3
57
cards
General Principles: Chapter 3
What is the formula for net worth 1,
What are included in the cash and...,
What are included in the investme...
28
cards
General Principles: Chapter 4
What are the basic items you will...,
Money going into a clients accoun...,
What about money going out of an ...
6
cards
General Principles: Chapter 5
What is the function of a bank 1,
What is the purpose of a bank 2,
Who regulates federally or nation...
26
cards
Retirement
Steps for inflating annual need i...,
Steps for lump sum needed at reti...,
If you need x at retirement and y...
81
cards
Income Tax
Income tax authority types 1,
Tax law doctrines step sham subst...,
Hobby loss 3
73
cards
Investments
Cd s and mmf s 1,
Banker s acceptance eurodollar ya...,
Yields on premium vs discount bon...
92
cards
Estate
Probate 1,
Advantages and disadvantages of p...,
Ancillary probate 3
97
cards
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CFP
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