Your Clients

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  1. Nasdaq

    Nasdaq is a global electronic marketplace for buying and selling securities, as well as the benchmark index for U.S. technology ...
  2. Floating Stock

    A floating stock is the number of shares available for trading of a particular stock.
  3. Fast-Moving Consumer Goods (FMCG)

    Fast-moving consumer goods are cheaper products that sell quickly, such as milk, gum, fruit and vegetables, soda, beer and ...
  4. Pre-Market

    Pre-market is trading activity that occurs before the regular market session; it typically occurs between 8:00 and 9:30 a.m. ...
  5. Spot Rate

    Spot rate is the price quoted for immediate settlement on a commodity, security or currency. It usually occurs one or two ...
  6. Russell 2000 Index

    The Russell 2000 index measures the performance of approximately 2,000 small caps in the Russell 3000 Index, which comprises ...
  7. Delivery Versus Payment (DVP)

    Delivery versus payment is a securities industry settlement procedure in which the buyer's payment for securities is due ...
  8. Equity Market

    An equity market is a market in which shares are issued and traded, either through exchanges or over-the-counter markets.
  9. Business Continuity Planning (BCP)

    Business continuity planning is the creation of a strategy to ensure that personnel and assets are protected and able to ...
  10. 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 ...
  11. Extra Expense Insurance

    Extra expense insurance provides funds for reasonable and necessary costs a business may incur in the event that business ...
  12. All-In Coverage

    All-in coverage is a type of insurance coverage that applies to communal features in residential multi-family and structures ...
  13. Extra-Contractual Obligations (ECO) Clause

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

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

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

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

    A policy or sales illustration is an educational tool that shows a prospective or new insurance policyholder how life or ...
  18. How Advisors Can Engage Prospects Via YouTube

    Here's why and how advisors should leverage YouTube videos to attract new clients.
  19. Workers' Compensation Coverage B

    Workers' Compensation Coverage B is an insurance policy that covers medical care, lost income and rehabilitation costs for ...
  20. 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 ...
  21. Blanket Contractual Liability Insurance

    Blanket contractual liability insurance is liability insurance that provides coverage for all contracts in which the insured ...
  22. Direct Writer

    A direct writer is a captive agent that only issues insurance policies from a specific insurance company.
  23. Loss Settlement Amount

    Loss settlement amount is a term used to denote the amount of a homeowner's insurance settlement.
  24. The Accountant's Magazine

    The Accountant's Magazine was a Scottish trade publication that helped establish accounting as a skilled profession.
  25. Building And Personal Property Coverage Form

    A building and personal property coverage form is a type of business insurance coverage for physical damage or loss to commercial ...
  26. Chain Of Title

    Chain of title is the official ownership record of a property or asset.
  27. Catastrophe Reinsurance

    Catastrophe reinsurance is purchased by an insurance company to reduce its exposure to the financial risks associated with ...
  28. Advisor Firms Enticing New Recruits With Residency Programs

    Seventy-two percent of financial advisors are age 40 or older, so firms are finding creative ways to bring new recruits into ...
  29. Associate In Claims (AIC)

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

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

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

    Equalization reserve is a long-term reserve that an insurance company keeps to prevent cash-flow depletion in case of significant ...
  33. Record ETF Inflows May Not Be What They Seem

    Asset flows in and out of ETFs are going wild, but your clients probably shouldn’t read too much into that.
  34. Abandonment Clause

    An abandonment clause in a property insurance contract permits the property owner to abandon lost or damaged property and ...
  35. Select Mortality Table

    A select mortality table outlines life contingency statistics for a certain period of time.
  36. Ultimate Net Loss

    Ultimate net loss is a party's total financial obligation when an insured event occurs.
  37. What Is a Registered Investment Advisor?

    Thinking about hiring a registered investment advisor or becoming one yourself? Here's what you need to know.
  38. Pre-Existing Condition

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

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

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

    A continuous contract is a reinsurance contract that does not have a fixed contract end date and is renewable until terminated ...
  42. ESG ETFs Still Invest in Producers of Fossil Fuels

    Many ESG ETFs are held in funds that screen for emissions, or for involvement in the coal, oil and natural gas industries. ...
  43. Gross Profits Insurance

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

    The alternative risk transfer market allows companies to purchase coverage and transfer risk without having to use traditional ...
  45. Alternate Employer Endorsement

    An alternate employer endorsement extends workers compensation coverage to other companies with whom the primary insured ...
  46. Overall Liquidity Ratio

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

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

    The American Land Title Association is a trade association representing the title insurance industry.
  49. 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 ...
  50. Successful Fiduciaries Live Their Vision

    In part four of the blog series, “Five Disciplines of a Successful Fiduciary,” we help financial advisors to articulate how ...
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