Terms

A SIMPLE Plan is a retirement plan, which can be set up as a 401(k) or IRA, that allows employee […]

A small company or small cap stock generally refers to companies with a market capitalization between $1 billion and $250

A market-value weighted index that tracks the performance of 500 widely held large-cap stocks in the industrial, transportation, utility, and

The classification of a person applying for a life insurance policy who fits the physical, occupational and other standards on

An instrument that signifies an ownership position (called equity) in a corporation, and a claim on its proportional share in

A defined contribution retirement plan that is funded by an employer’s contributions of corporate stock to the retirement plan.

The payment of a dividend in the form of stock. This is sometimes done to conserve a company’s cash position.

The classification of a person applying for a life insurance policy who does not meet the requirements set for the

An agreement between a life insurance company and a policyowner or beneficiary in which the company retains at least part

A share is a certificate representing one unit of ownership in a corporation, mutual fund, or limited partnership.