Across
- 7. A legal document giving one person (called an 'agent" or "attorney-in-fact") the power to act for another person (the principal).
- 8. What type of annuity earns a guaranteed amount of interest for a set time?
Down
- 1. If funds are withdrawn from an annuity prior to age 59.5, the money is subject to an Early Withdrawal _________ .
- 2. The term for someone who dies without having made a Last Will and Testament.
- 3. What do we call the recipient of Death Proceeds?
- 4. What is our new Rewards program called?
- 5. Be ______ at Life.
- 6. Required __________ Distribution