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Understanding Life Insurance and Annuities
TABLE OF CONTENTS
- Types of Life Insurance Policies
- Term Life Insurance
- Whole Life Insurance
- Universal Life Insurance
- Variable Life Insurance
- Variable Universal Life Insurance
- First-to-Die Life Insurance Policies (Joint Life)
- Survivorship Life Insurance (Second-to-Die)
- Tax-Free Policy Exchanges (IRC Sec. 1035)
- Taxation of Life Insurance Proceeds
- Life Insurance: Glossary of Terms
- Annuities in Retirement Income Planning
- Immediate Annuities
- Deferred Annuities
- Combination Annuities
- Variable Annuities
- Indexed Annuities