Across
- 6. An IRS requirement to withdraw money when a client turns 72.
- 8. who receives the Death Benefit once the client passes away?
- 10. The person who receives the money once the contract annuitizes
- 12. The postponement of taxes until funds are withdrawn
- 13. Money used to fund a contract
- 14. This Market is funded with post-tax money
Down
- 1. the phase of a contract where money grows tax deferred
- 2. the phase of a contract where the client elects a payout option to receive their income
- 3. Investment options for Variable Annuities
- 4. charges A penalty for withdrawing money too early according to product rules
- 5. A retirement vehicle used to help a client retire
- 7. This market is funded with pre-tax money
- 9. A type of annuity where money is invested in the General Account and then credited to the contract at the end of the term.
- 11. A type of annuity that allows clients to invest in different subaccounts
- 15. The individual holding all the rights to the contract