Segregated funds Exam Questions and Answers with complete solutions | Graded A+
Time value of money - -money today is worth more than 1$ tomorow -Inflation Two principles of investments - 1) present value 2)futurevalue IVIC =Segregated funds - Individual variable insurance contract Segregated funds (2) - Term maturity is 10 years maturity guarantee 75%/100 (whatever what happen at marketplace, you will get 75% of your investment) Maturity guarantee (2 options) - 1) Market value is greater than 75% ,client will get the market value of 2)market value is less than guarantee -client will receive the guarantee Death benefit Guarantee - 1) market value was greater than guarantee, at time of death the client will receive the market value 2) If market value is less than guarantee, at time of death the client will receive the market value and top it up by missing amoun
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- Subido en
- 11 de marzo de 2024
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