Glossary of Over 1000 Terms

Life Insurance Related Legal, Financial and Medical Terms Clarified

REVENUE PROCEDURE 2008-42
REVENUE RULING 2005-25
REVERSIONARY INTEREST
REVOCABLE TRUST
RHEUMATOID ARTHRITIS
RILA
RILA ANNUITY
RILA BUFFERED ANNUITY
RISK CLASSIFICATION
RISK-BASED CAPITAL
RISKY AVOCATIONS
RMD ANNUITY
RMD FRIENDLY
RMD-FRIENDLY ANNUITY
ROLL-UP RATE
ROLL-UP RATE ANNUITY
SANCTIONS SCREENING
SAP VS GAAP
SAR FILING
SCHEDULE K-1
SCHIZOPHRENIA
SCUBA DIVING QUESTIONNAIRE
SEC ANNUITY REGISTRATION
SEC REGULATION BEST INTEREST
SECTION 1035 EXCHANGE RULES
SECTION 162 EXECUTIVE BONUS
SECTION 162 PLAN
SECTION 2036 RETAINED INTEREST
SECTION 2038 REVOCABLE TRANSFERS
SECTION 2042 INCLUSION
SECTION 2042 INCLUSION OF LIFE INSURANCE
SECTION 2053 DEDUCTIONS
SECTION 2055 CHARITABLE DEDUCTION
SECTION 264(A) DISALLOWANCE
SECTION 409A COMPLIANCE
SECTION 457 PLAN
SECTION 6166 ESTATE TAX DEFERRAL
SECTION 7702
SECTION 7702 CASH VALUE ACCUMULATION TEST
SECTION 7702A
SECTION 7702A MEC RULES
SECTION 79 GROUP LIFE INSURANCE
SEGREGATED ACCOUNT
SEIZURE HISTORY
SEMIANNUAL PREMIUM MODE
SENIOR UNDERWRITING
SEPARATE ACCOUNT
SEPARATE PROPERTY
SERP
SHADOW ACCOUNT
SHARED CARE
SHARED CARE RIDER
SIMPLE INFLATION
SIMPLIFIED ISSUE LIFE INSURANCE
SINGLE PREMIUM IMMEDIATE ANNUITY
SINGLE PREMIUM LIFE
SLAT
SLEEP APNEA
SLEEP DISORDER
SMOKELESS TOBACCO
SMOKER STATUS
SOURCE OF WEALTH VERIFICATION
SPECIAL NEEDS TRUST
SPECIAL USE VALUATION
SPIA
SPIA PAYOUT CALCULATION
SPIROMETRY
SPIROMETRY RESULTS
SPLIT-DOLLAR DOCUMENTATION
SPLIT-DOLLAR LIFE INSURANCE
SPLIT-DOLLAR ROLLOUT
SPOUSAL CONTINUATION
SPOUSAL CONTINUATION OPTION
SPOUSAL CONTINUATION PROVISION
SPOUSAL LIFETIME ACCESS TRUST
SPREAD
SQUAMOUS CELL CARCINOMA
STAGE 1 CANCER
STAGE 4 CANCER
STANDARD NON-TOBACCO
STANDARD TOBACCO
STATE ANNUITY FILING
STATE GUARANTY ASSOCIATION
STATE INSURANCE DEPARTMENT
STATE INSURANCE PRODUCT APPROVAL
STATE PARTNERSHIP PROGRAM
STATE PARTNERSHIP RECIPROCITY
STATE SUITABILITY REVIEW
STATEMENT OF GOOD HEALTH
STATUTORY ACCOUNTING PRINCIPLES
STENT PLACEMENT
STENT REPLACEMENT
STEP-UP IN BASIS
STEP-UP IN BASIS RULE
STOLI
STREET LEVEL
STROKE
SUBACCOUNT
SUBSTANCE ABUSE
SUBSTANCE DEPENDENCY