Insurance CFP

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Across
  1. 3. bene receives remainder tax free
  2. 4. high risk tolerance, fixed premium
  3. 7. Low risk tolerance(risk averse), long term need, and flexible premium
  4. 8. Cash, pure life/single life, period certain and life, refund, specified period/income, and interest only
  5. 9. Low risk tolerance(risk averse), long term need, and fixed premium
  6. 10. Cash, paid up reduced amount, extended term/paid up term
Down
  1. 1. must pay ordinary income taxes above its basis
  2. 2. high risk tolerance, flexible premium
  3. 5. Cash, reduce premium, accumulate with interest, paid up additions, one year term/5th dividend
  4. 6. answer with capital gains in it