Financial Advisor Technology

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  1. Aggregate Capacity Management

    Aggregate capacity management is the process of planning and managing the overall capacity of an organization's resources.
  2. Adjustment

    Adjustment is the use of mechanisms by a central bank to influence a home currency's exchange rate.
  3. Bidder

    The bidder is the party offering to buy an asset from a seller at a specific price.
  4. Horizontal Market

    A horizontal market is diversified so that the products created are able to meet the needs of more than one industry.
  5. GDP Gap

    GDP gap is the forfeited output of a country's economy resulting from the failure to create sufficient jobs for all those ...
  6. Make A Market

    Make a market is an action whereby a dealer stands by ready, willing and able to buy or sell a particular security at the ...
  7. Payment

    Payment is the transfer of one form of good, service or financial asset in exchange for another form of good, service or ...
  8. Jobber

    Jobber is a slang term for a market maker on the London Stock Exchange prior to October, 1986. Jobbers, also called "stockjobbers," ...
  9. Percentage Change

    Percentage change is a simple mathematical concept that represents the degree of change over time.
  10. Black Market

    A black market is economic activity that takes place outside government-sanctioned channels.
  11. Equilibrium

    Equilibrium state in which market supply and demand balance each other, and as a result, prices become stable.
  12. Market Depth

    Market depth is the market's ability to sustain relatively large market orders without impacting the price of the security.
  13. Peer-to-Peer (P2P) Economy

    A peer-to-peer economy is a decentralized model whereby two parties interact to buy or sell directly with each other, without ...
  14. Factor Market

    A factor market is a marketplace for the services of a factor of production.
  15. Business Continuity Planning (BCP)

    Business continuity planning is the creation of a strategy to ensure that personnel and assets are protected and able to ...
  16. Marginal Rate of Substitution

    The marginal rate of substitution is the amount of a good that a consumer is willing to give up for another good, as long ...
  17. Extra Expense Insurance

    Extra expense insurance provides funds for reasonable and necessary costs a business may incur in the event that business ...
  18. Extra-Contractual Obligations (ECO) Clause

    An extra-contractual obligations (ECO) clause in a reinsurance contract requires a reinsurer to pay for expenses imposed ...
  19. Capital Stock Insurance Companies

    Capital stock insurance companies are companies that get their capital from stockholder contributions, in addition to other ...
  20. Credibility Theory

    Credibility theory refers to tools, policies and procedures used by actuaries when examining data in order to estimate risk. ...
  21. Successive Periods

    Successive periods are periods of time that follow one another chronologically and which are linked together by a common ...
  22. Policy Or Sales Illustration

    A policy or sales illustration is an educational tool that shows a prospective or new insurance policyholder how life or ...
  23. Workers' Compensation Coverage B

    Workers' Compensation Coverage B is an insurance policy that covers medical care, lost income and rehabilitation costs for ...
  24. Transfer-For-Value Rule

    Transfer-for-value rule states that if a life insurance policy is transferred for something of value, the death benefit is ...
  25. Blanket Contractual Liability Insurance

    Blanket contractual liability insurance is liability insurance that provides coverage for all contracts in which the insured ...
  26. Chain Of Title

    Chain of title is the official ownership record of a property or asset.
  27. Associate In Claims (AIC)

    An Associate in Claims is a professional designation for professionals with enhanced skill training to handle different types ...
  28. Nonstandard Auto Insurance

    Nonstandard auto insurance is offered to drivers considered to carry the most risk.
  29. Wholesale Insurance

    Wholesale insurance is coverage for employer groups that are too small to qualify for true group coverage. It is also known ...
  30. Equalization Reserve

    Equalization reserve is a long-term reserve that an insurance company keeps to prevent cash-flow depletion in case of significant ...
  31. Abandonment Clause

    An abandonment clause in a property insurance contract permits the property owner to abandon lost or damaged property and ...
  32. Ultimate Net Loss

    Ultimate net loss is a party's total financial obligation when an insured event occurs.
  33. Pre-Existing Condition

    A pre-existing condition is any personal illness or health condition that was known and existed prior to the writing and ...
  34. Best's Capital Adequacy Relativity (BCAR)

    Best's Capital Adequacy Relativity is a rating of an insurance company’s balance sheet strength.
  35. Schedule F

    Schedule F is a section in an annual insurance statement in which reinsurance transactions are disclosed.
  36. Continuous Contract

    A continuous contract is a reinsurance contract that does not have a fixed contract end date and is renewable until terminated ...
  37. Gross Profits Insurance

    Gross profits insurance is a type of business interruption insurance that provides funds in the amount of profit lost if ...
  38. Alternative Risk Transfer (ART) Market

    The alternative risk transfer market allows companies to purchase coverage and transfer risk without having to use traditional ...
  39. Overall Liquidity Ratio

    Overall liquidity ratio is the measurement of a company’s capacity to pay for its liabilities with its assets.
  40. Risk Retention Group (RRG)

    A risk retention group is a state-chartered insurance company that insures commercial businesses and government entities ...
  41. American Land Title Association (ALTA)

    The American Land Title Association is a trade association representing the title insurance industry.
  42. Combined Single Limits

    Combined single limits are a provision of an insurance policy that limits the coverage for all components of a claim to a ...
  43. Challenges for Self-Employed Finance Professionals

    Going solo in financial services can present a host of unexpected challenges.
  44. Backdated Liability Insurance

    Backdated liability insurance provides coverage for a claim that occurred before the insurance policy was purchased.
  45. Commercial Multiple Peril Policy

    A commercial multiple peril policy offers at least two forms of coverage, including a variety of losses incurred from numerous ...
  46. Third-Party Claims Administrator

    A third-party claims administrator processes claims for a third-party company.
  47. File-And-Use Rating Laws

    File-and-use rating laws are insurance regulations allowing an insurance company to use new rates prior to receiving state ...
  48. Net Leverage (Insurance)

    Net leverage is the sum of an insurance company’s net premiums written ratio and its net liability ratio.
  49. American Insurance Association (AIA)

    The American Insurance Association (AIA) is a property-casualty trade organization, representing primarily property and casualty ...
  50. Accidental Means

    Accidental means is a condition for losses covered under an insurance policy that requires the loss to have been the result ...
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