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The document contains a series of true/false questions and matching questions related to various financial terms and concepts. It covers topics like liquidity, diversification, types of insurance (term, whole, group), retirement plans (401k), bonds, stock splits, and calculations like PE ratio, dividend yield, and total return. The questions are testing understanding of basic financial definitions and features.
The document contains a series of true/false questions and matching questions related to various financial terms and concepts. It covers topics like liquidity, diversification, types of insurance (term, whole, group), retirement plans (401k), bonds, stock splits, and calculations like PE ratio, dividend yield, and total return. The questions are testing understanding of basic financial definitions and features.
The document contains a series of true/false questions and matching questions related to various financial terms and concepts. It covers topics like liquidity, diversification, types of insurance (term, whole, group), retirement plans (401k), bonds, stock splits, and calculations like PE ratio, dividend yield, and total return. The questions are testing understanding of basic financial definitions and features.
Purpose of diversification is to spread your assets among several types of
investments .. True Stocks are equity financing .. True AJ wants to buy at market, he should use a amarket order TRUE
Whats another name for temporary life insurance? TERM
Permanent life insurance? Whole Life Which of the following is NOT a feature of whole life insurance? The policy will return all premiums if you survive to the end of the policy (THIS IS NOT TRUE, BUT ITS THE ANSWER) Pam started working at XYZ, and doesnt want to take a medical exam to get health coverage, what type of insurance can she probably buy without taking a medical exam. GROUP POLICY Whats the most important part of an insurance agents job? (Unanswered) What do we call an employer sponsored investment plan? 401K Spreading your risk? Allocation 3 types of debt US fed? T-bills, T-notes, T-bonds? Shortest Longest A debt-security (Bond) by a gov is a? Municipal bond, muni Bond tradable for stock? Convertible IF interest rates rise, what happens to bonds? They go down. Tax free yield and making it equivalent to the taxable yield. (Tax free yield/(1-tax bracket)) Distribution of ? Dividend Why would a company split its stock? The ratio that uses market price and earnings? PE Ratio, Price-Earnings Current price per share, amount paid to investors? Dividend Yield Calculation that includes dividends and increase on stock price? Total Return DRIP, dividend reinvestment plan!
Anthony Steuer - The Questions and Answers On Disability Insurance Workbook - A Step-By-Step Guide To Simple Answers For Your Complex Questions-Life Insurance Sage Press (2012)