Flashcard decks

Macros 3 part 2

387 flashcardsby ddd
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First 300 of 387 cards

1
first grade
1g
2
follow-up meeting
fum
3
follow-up appointment
fua
4
follow-up call
fuc
5
follow-up phone call
fupc
6
follow-up item
fui
7
follow-up items
fuis
8
follow-up notes
funs
9
seventh grade
7g
10
follow-up question
fuq
11
follow-up questions
fuqs
12
follow-up e-mail
fuem
13
12th grade
12g
14
Part One
p1
15
Part Two
p2
16
amount
amt
17
amount of
amo
18
amount of coverage
amoc
19
amount of money
amom
20
number one
n1
21
amount of insurance
amoi
22
number two
n2
23
number three
n3
24
apply for
apf
25
number four
n4
26
applies for
apsf
27
number five
n5
28
applied for
apdf
29
applying for
apgf
30
Number One
nn1
31
as applied for
aapf
32
Number Two
nn2
33
Number Three
nn3
34
Number Four
nn4
35
Number Five
nn5
36
bullet point
bp
37
sub-bullet point
sbp
38
investor profile
invp
39
health insurance
hins
40
personal investor profile
pipp
41
health insurance coverage
hinc
42
investor profile questionnaire
invpq
43
health coverage
hcov
44
medical
med
45
life insurance application
lifa
46
medicals
meds
47
life insurance applications
lifas
48
medical exam
mede
49
life insurance coverage
lifc
50
medical exams
medes
51
life insurance coverages
lifcs
52
medical examination
medex
53
life insurance contracts
lifco
54
medical examinations
medexs
55
life insurance contracts
lifcos
56
life insurance policy
lifp
57
paramed
pmed
58
life insurance policies
lifps
59
parameds
pmeds
60
paramed exam
pmede
61
permanent insurance
pin
62
paramed exams
pmedes
63
permanent life insurance
pli
64
paramedical
pmedl
65
permanent life insurance policy
plip
66
paramedicals
pmedls
67
permanent life insurance policies
plips
68
paramedical exam
pmedle
69
paramedical exams
pmedles
70
term insurance
tin
71
term life insurance
tli
72
age change
agec
73
term life insurance policy
tlip
74
anniversary date
annid
75
term life insurance policies
tlips
76
term policy
tp
77
term to permanent
ttp
78
term policies
tps
79
term to perm
ttpp
80
convert term to permanent
cttp
81
55 life
55l
82
convert term to perm
cttpp
83
65 life
65l
84
90 life
90l
85
period certain
perc
86
55 life policy
55lp
87
10-year period certain
10ypc
88
65 life policy
65lp
89
20-year period certain
20ypc
90
90 life policy
90lp
91
future insurability
fins
92
term 80
t8
93
liquidity need
liqnn
94
term 80 policy
t8p
95
liquidity needs
liqnns
96
term 80 insurance
t8i
97
policy change
pc
98
level 20
ll20
99
policy change form
pcf
100
level 20 term
ll20t
101
policy change forms
pcfs
102
level 20 term policy
ll20tp
103
change of beneficiary
cob
104
change of beneficiaries
cobs
105
level 30
ll30
106
change of beneficiary form
cobf
107
level 30 term
ll30t
108
change of beneficiary forms
cobfs
109
level 30 term policy
ll30tp
110
basis point
bap
111
decedent IRA
dira
112
basis points
baps
113
inherited IRA
iira
114
cost basis
ctb
115
Roth IRA
rira
116
cash flow
cf
117
SEP-IRA
sepi
118
death benefit
dbn
119
spousal IRA
spira
120
capital gain
cg
121
529
ftn
122
capital gains
cgs
123
529s
ftns
124
529 plan
ftnp
125
expense ratio
exnr
126
529 plans
ftnps
127
expense ratios
exnrs
128
529 contribution
ftnc
129
529 contributions
ftncs
130
goals and objectives
gao
131
529 accounts
ftnas
132
investment objective
io
133
investment objectives
ios
134
457
ffs
135
457 plan
ffsp
136
out of surrender
oos
137
457 plans
ffsps
138
out-of-state
oost
139
457 account
ffsa
140
out of town
oot
141
457 accounts
ffsas
142
out-of-pocket
oop
143
deferred comp
dfc
144
market conditions
mkc
145
deferred comp plan
dfcp
146
current market conditions
cmkc
147
deferred compensation
dfcn
148
market fluctuation
mkfl
149
deferred compensation plan
dfcnp
150
market correction
mkcn
151
market pull-back
mkpb
152
defined benefit
dfb
153
market outlook
mko
154
defined benefit plan
dfbp
155
market volatility
mkvol
156
market-linked
mkl
157
fee-based plan
fbp
158
fee-based planning
fbpg
159
couple hundred dollars
chd
160
fee-based account
fba
161
couple hundred thousand
cht
162
fee-based accounts
fbas
163
couple hundred thousand dollars
chtd
164
hundred thousand dollars
htd
165
1035 exchange
1x
166
1035 exchanged
1xd
167
occupation
occ
168
1035 exchanges
1xs
169
occupation class
occl
170
1035 exchanging
1xg
171
any-occ
aocc
172
own-occ
oocc
173
APB option
apbo
174
any-occupation
aoccu
175
APB options
apbos
176
own-occupation
ooccu
177
e-sig
esig
178
e-signature
esigg
179
in-kind
ink
180
conservative
csv
181
in-kind transfer
inkt
182
conservatively
csvy
183
in-service
isrv
184
conservative allocation
csva
185
in-service distribution
isrvd
186
conservative asset allocation
csvaa
187
in-service distributions
isrvds
188
conservative risk tolerance
csvrt
189
conservatively allocated
csvya
190
annual contribution
acon
191
conservative investement
csvi
192
annual distribution
adis
193
conservative investor
csvir
194
annual contributions
acons
195
annual distributions
adiss
196
moderate aggressive
moda
197
moderately aggressive
modya
198
monthly contribution
mcon
199
moderate conservative
modc
200
monthly distribution
mdis
201
moderately conservative
modyc
202
monthly contributions
mcons
203
moderate allocation
modal
204
monthly distributions
mdiss
205
moderate asset allocation
modaa
206
lump sum contribution
lsc
207
aggressive
agg
208
lump sum contributions
lscs
209
aggressively
aggy
210
lump sum distribution
lsd
211
aggressive allocation
agga
212
lump sum distributions
lsds
213
aggressive asset allocation
aggaa
214
aggressive risk tolerance
aggrt
215
IRA contribution
irac
216
aggressively allocated
aggya
217
IRA distribution
irad
218
aggressive investment
aggi
219
IRA account
iraa
220
aggressive investor
aggir
221
IRA contributions
iracs
222
IRA distributions
irads
223
non-qualified account
nqa
224
IRA accounts
iraas
225
non-qualified accounts
nqas
226
non-qualified brokerage account
nqba
227
Roth contribution
rothc
228
non-qualified money
nqm
229
Roth distribution
rothd
230
non-qualified annuity
nqay
231
Roth account
rotha
232
Roth contributions
rothcs
233
Roth distributions
rothd
234
brokerage account
brac
235
Roth accounts
rotha
236
investment account
iac
237
individual account
inac
238
ARDI conversion
ardic
239
advisory account
aac
240
ARDI conversions
ardics
241
managed account
mac
242
Roth conversion
rcon
243
savings account
sac
244
Roth conversions
rcons
245
checking account
cac
246
term companion
tcom
247
checking and savings
cas
248
term conversion
tcon
249
term conversions
tcons
250
A share
asha
251
donor-advised
doav
252
A shares
ashs
253
donor-advised fund
doavf
254
B share
bsh
255
equity-indexed
eqix
256
B shares
bshs
257
fixed annuity
fxa
258
C share
csh
259
fixed income
fxic
260
C shares
cshs
261
fixed indexed
fxix
262
indexed annuity
ixa
263
Large Cap
lcapp
264
Small Cap
scapp
265
profit-sharing
prsh
266
Mid Cap
mcapp
267
profit-sharing plan
prshp
268
symbol
sy
269
juvie policy
juvp
270
ticker
tck
271
juvenile policy
juvpp
272
ticker symbol
tsy
273
umbrella policy
umbp
274
ticker symbols
tsys
275
phantom stock
phans
276
account value
acvl
277
stop loss
stlo
278
account balance
acba
279
account performance
acpf
280
joint work
jjw
281
joint work with
jjww
282
are down about
adab
283
joint case
jjc
284
are down approximately
adap
285
joint meeting
jjm
286
are up about
auab
287
are up approximately
auap
288
feed list
feli
289
new seen
nws
290
income stream
icst
291
planning department
plgd
292
income source
icso
293
market survey
mksv
294
nest egg
negg
295
in-force illustration
ifi
296
active/passive
acpv
297
in-force illustrations
ifis
298
active/passive portfolio
acpvp
299
MHQ
mhq
300
paid-up
pdu

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