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  1. Lead Underwriter

    A lead underwriter is usually an investment bank that organizes an IPO or a secondary offering for companies that are already ...
  2. Book Runner

    A book runner is the main underwriter or lead manager in the issuance of new equity, debt, or securities instruments.
  3. Pre-IPO Placement

    Pre-IPO placement is when a portion of an initial public offering (IPO) is placed with private investors right before the ...
  4. Top 10 Careers for Women Over 50

    Women in this age group seek professions offering high pay and independence. Here are jobs that are wide open for women over ...
  5. Should You Insure Your Wedding Ring?

    A wedding ring's value and your current insurance coverage play a role in a decision to insure the ring.
  6. How High-Deductible Health Plans Work

    A High-Deductible Health Plan is a health insurance plan that can save you money in the form of lower premiums and the tax ...
  7. How to Financially Prepare for a Hurricane

    Insurance isn't enough: How to ensure that you're ready financially for a natural disaster.
  8. Medical Debt: What to Do When You Can’t Pay

    There’s no shame in having medical debt that you can't pay. Here's how to get help.
  9. 6 Signs That You've Made It to the Middle Class

    If you can check off each of these points, you are likely a member of the middle class.
  10. 3 Key Documents Every Unmarried Adult Should Have

    If you are a single adult it's key to document your wishes to allow someone to act on your behalf in the event of an accident ...
  11. Determining How Much Life Insurance You Need

    How much life insurance you need should be based on several factors, including liabilities owed, replacement income, college ...
  12. How Payroll Deductions Pay Off

    Those who pay work related expenses can save literally thousands on their taxes by establishing an FSA account and making ...
  13. How to Prepare Financially for a Disaster

    Being prepared with life, property, disability and income insurance can help reduce the impact of a natural disaster on your ...
  14. What's the average salary of an actuary?

    How much do actuaries make, and how is their field expected to fare in the coming years?
  15. Long-Term Care Planning: It’s About Family

    More than 70% of retirees require long-term care, but few have a plan in place. The resulting burden is more than financial.
  16. Double Gearing

    Double gearing is the practice of two separate entities using shared capital which may seem to mitigate risk but does not ...
  17. What are the pros and cons of life insurance policy loans?

    Find out the pros and cons of borrowing against your life insurance policy to determine if this loan type is the right financial ...
  18. Commercial Property Floater

    A commercial property floater is a rider added to a business insurance policy to protect property that may be used in many ...
  19. Umbrella Personal Liability Policy

    An umbrella personal liability policy provides extra protection in the event that a lawsuit exceeds the basic level of coverage ...
  20. Single Interest Insurance

    Single interest insurance covers only one party's exposure in a co-ownership situation, such as a mortgage or lease.
  21. Charging Order

    A charging order is a court-ordered creditor lien on the distributions of a limited partnership (LP) or limited liability ...
  22. Any-Occupation Policy

    An any-occupation policy is disability insurance where the insured is unable to work in a job that is suitable based on education, ...
  23. Can a flexible spending account (FSA) be used for a spouse?

    Learn about flexible spending accounts (FSAs) and how FSA funds can be used to cover qualified medical expenses incurred ...
  24. Disability-Income (DI) Insurance

    Disability income (DI) insurance provides supplementary income in the event of an illness or accident that prevents the insured ...
  25. Forced Place Insurance

    Force place insurance is placed onto a mortgaged property by lien holders to provide coverage after a borrower has allowed ...
  26. Group Life Insurance

    Group life insurance is offered by an employer or other large-scale entity, such an association or labor organization, to ...
  27. Permanent Life Insurance

    Permanent life insurance refers to plans that do not expire, unlike term life insurance, and typically combine a death benefit ...
  28. Health Insurance Marketplace

    The health insurance marketplace is a government-sponsored exchange which allows to consumers to compare and contrast various ...
  29. Credit Life Insurance

    Credit life insurance is a policy designed to pay off a borrower's debt if the borrower dies.
  30. Archer MSA

    An Archer MSA is a medical savings account established in the 1990s and named after Texas Congressman Bill Archer.
  31. Uniform Policy Provisions, Health Insurance

    Uniform policy provisions are a set of clauses that state regulations require or allow insurance companies to include in ...
  32. Gross National Happiness - GNH

    Gross national happiness is a concept by which the Himalayan country of Bhutan measures its economic and moral development.
  33. Identity Fraud Reimbursement Program

    An Identity Fraud Reimbursement Program is a financial product providing consumer protection against penalties in the event ...
  34. Understanding Disability Insurance Policies

    Disability insurance is often overlooked because it is confusing. Here is some information to make it easier to understand.
  35. Flex Dollars

    Flex dollars are electronic currency issued by either a school or employer for purposes such as meal plans, health costs, ...
  36. Prime Underwriting Facility

    A prime underwriting facility is a revolving line of credit pegged to a bank's prime rate, and is most often of a short duration.
  37. Underwriters Association

    An underwriters association works to establish and maintain professional standards through advocacy initiatives and program ...
  38. Health Reimbursement Account (HRA)

    A health reimbursement account (HRA) is an employer-funded plan that reimburses employees for medical expenses not covered ...
  39. Watercraft Nonowned Insurance

    Watercraft nonowned insurance covers watercraft owned by someone other than the policyholder while being operated by the ...
  40. Watercraft Insurance

    Watercraft insurance, also known as boat and personal watercraft insurance, provides coverage for towing, wreckage removal, ...
  41. Class 2 Insurance

    Class 2 insurance covers uninsured motorists not named in an auto insurance policy or those who are not a spouse or resident ...
  42. General Employer

    A general employer is an employee’s original employer in the case that the company loans its employee to another organization ...
  43. Adjustment Income

    Adjustment income is an insurance benefit intended to provide financial support for a beneficiary after the death of the ...
  44. Gazunder

    Gazunder is a colloquial term used in the United Kingdom when a real estate buyer lowers their offer despite already having ...
  45. Tuition Insurance

    Tuition insurance is insurance which allows families to recoup some or all of tuition paid should their child leave school ...
  46. Chartered Advisor for Senior Living (CASL)

    Chartered Advisor for Senior Living (CASL) is a professional designation for individuals whose advice helps older clients ...
  47. Life Option

    Life option refers to an annuity payout scheme which guarantees payouts to the annuitant until their death, regardless of ...
  48. Adjusted Premium Method

    The adjusted premium method is a common formula that insurance companies use to calculate the cash surrender value of a life ...
  49. Side Collateral

    Side collateral is a pledge of either a physical or financial asset that partially collateralizes a loan.
  50. Advanced Life Underwriting

    Advanced life underwriting is the process by which life insurance carriers customize policies for clients with complex individual ...
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  1. 5 Ways To Make Your Home Remodels Pay Off

    Here are five ways to make your home renovation worth the money and effort you put into it.
  2. Differences Between Private Foundations And Public Charities

    Here's a look at the differences between these types of charitable organizations.
  3. How To Monetize Your YouTube Channel

    YouTube's Partner Program helps users earn money through their channels. Find out how.
  4. The World's Most Valuable Private Companies

    In spite of the rewards going public can bring, some companies prefer to remain private, and they are very successful in this.
  5. Is Cyber Monday The New Black Friday?

    Cyber Monday is becoming more popular than Black Friday. Here's why.
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