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Chartered Life Underwriter

CLU. A designation granted by the American College in Bryn Mawr, Pennsylvania to individuals who have completed training in life 

Insurance

 and personal 

Insurance

 planning. To obtain the designation, individuals have to complete advanced courses and exams in several topics including insurance, investments, 

Taxation

, employee 

Benefit

, estate 

Planning

Accounting

, management and 

Economic

.



Related Terms: 16

Account

,

Accounting

,

Advance

,

Benefit

,

CLU

,

Economic

,

Economics

,

Insurance

,

Inc.

,

ITS

,

Life insurance

,

Leg

,

Planning

,

Tax

,

Taxation

,

Top


Other Related Pages:

Category: Insurance


Starting With: C


Semi Related Terms: 567  CLICK HERE TO VIEW

401(k) plan

,

403(b) plan

,

457 plan

,

Account

,

Accounting

,

Accounting equation

,

Account statement

,

Accredited Personal Financial Planning Specialist

,

Accrual basis accounting

,

Average accounting return

,

Account aggregation

,

Account balance

,

Active account

,

Alternate account

,

Asset management account

,

Active management

,

Advance refunding

,

After-tax basis

,

American Municipal Bond Assurance Corporation

,

American Stock Exchange

,

At par

,

Account executive

,

At best

,

At call

,

Accumulated earnings tax

,

Automatic reinvestment plan

,

Applied economics

,

American Depositary Receipt

,

American Depositary Share

,

Accelerated benefits

,

Accidental death benefit

,

Adjustable life insurance

,

At risk

,

Add-on service

,

Action to quiet title

,

Assignment to creditors

,

Attorney in fact

,

Advance rate

,

Average life

,

A shares

,

Assets under management

,

Automatic investment plan

,

Average price per share

,

American option

,

American-style option

,

At the money

,

After-tax contributions

,

Age-weighted plan

,

Across the board

,

Additional paid-in capital

,

Affiliated person

,

Abusive tax shelter

,

Ad valorem

,

After-tax

,

Alternative Minimum Tax

,

Advance

,

Against the box

,

At the bell

,

At the close

,

At the figure

,

At the full

,

At the market

,

At the opening order

,

Automated Pricing and Reporting System

,

Away from the market

,

Below the line

,

Book value per share

,

Bid-to-cover ratio

,

Brought over the wall

,

Buying on margin

,

Buy on close

,

Buy on opening

,

Buy the book

,

Basic earnings per share

,

Benefit

,

Breaking the syndicate

,

By the book

,

B shares

,

Buy and write

,

Benefit offset

,

Benefits administration

,

Balanced investment strategy

,

Before-tax income

,

Break-even tax rate

,

Blow-off top

,

Beat the gun

,

Capital investment

,

Contra account

,

Cost Accounting

,

Central assets account

,

Checking account

,

Custodial account

,

Committee on Uniform Securities Identification Procedures

,

Cash account

,

Capital account

,

Council of Economic Advisers

,

Current account

,

Cash and carry trade

,

Chasing the market

,

Cheapest to deliver

,

Cash value life insurance policy

,

Casualty insurance

,

Chartered Life Underwriter

,

CLU

,

Convertible term insurance

,

Credit insurance

,

Credit life insurance

,

Cash advance

,

Closed-end investment company

,

C shares

,

Close to the money

,

Cloud on title

,

Cafeteria plan

,

Cash-balance plan

,

Collectively bargained plan

,

Class A Shares

,

Class B Shares

,

Constant dollar plan

,

Capital gains tax

,

Child and dependent care credit

,

Consolidated tax return

,

Cup and handle

,

Close a position

,

Cornering the market

,

Curbs in

,

Deferred tax

,

Deposit in transit

,

Drawing account

,

Dual currency bond

,

Dual listing

,

Discretionary account

,

Division of Investment Management

,

Dividend in arrears

,

Dividend Reinvestment Plan

,

Dividend rollover plan

,

Double taxation

,

Desk (the)

,

Death benefit

,

Decreasing term life

,

Disability insurance

,

Dual life insurance

,

De-escalation clause

,

De facto

,

Debtor in possession

,

Debtor-in-possession financing

,

Due-on-sale clause

,

Dual-purpose fund

,

Deep in the money

,

Deep out of the money

,

Department of Housing and Urban Development

,

Deferred account

,

Defined benefit plan

,

Defined contribution plan

,

Defensive investment strategy

,

Dogs of the Dow

,

Double top

,

Double top breakout

,

Economic surplus

,

Economic value

,

Escrowed to maturity

,

Ex-legal

,

Economic

,

Economic cycle

,

Economic growth

,

Economic growth rate

,

Economic indicator

,

Economics

,

Economic sanctions

,

E-mini

,

Ex-pit transaction

,

Excess insurance

,

Executive indemnity insurance

,

Effective tax rate

,

Employee Stock Purchase Plan

,

Employee stock repurchase agreement

,

Ex-all

,

Ex-warrants

,

Economic rent

,

Estate tax

,

Earned benefit

,

Employee Retirement Income Security Act of 1974

,

Ex-rights

,

Ex-rights date

,

Earned income tax credit

,

Estimated tax

,

Excess profits tax

,

Excise tax

,

Financial Accounting Standards Board

,

First In First Out

,

Federal Deposit Insurance Corporation

,

Federal Savings and Loan Association

,

Frozen account

,

Flight to quality

,

Front-ending an order

,

Forward P/E

,

Fully diluted earnings per share

,

Foreign direct investment

,

Fixed benefits

,

Form S-1

,

Friends and family offering

,

Full faith and credit

,

Finite-life REIT

,

Free and clear

,

Federal Insurance Contributions Act

,

Flexible benefit plan

,

Flexible spending account

,

Frozen plan

,

Fixed investment trust

,

Federal ID Number

,

Federal Tax Identification Number

,

Federal tax lien

,

Flat tax

,

Franchise tax

,

Generally Accepted Accounting Principles

,

Guaranteed Investment Contract

,

General account

,

G-7

,

General Accounting Office

,

General Agreement on Tariffs and Trade

,

G-8

,

Group insurance

,

Growth and income fund

,

Grant date

,

Gather in the stops

,

Gift tax

,

Hit the bid

,

House account

,

Hazard insurance

,

Health insurance

,

Health Insurance Portability and Accountability Act

,

Holder in due course

,

Highly compensated employee

,

Hidden tax

,

Head and shoulders

,

Hammering the market

,

Held at the opening

,

Holding the market

,

Inflation accounting

,

Investment flows

,

Inactive account

,

Insured account

,

In escrow

,

Investment bill

,

Investment-grade bond

,

Investment letter

,

Investment security

,

Investment value

,

In-house

,

Investment Advisor Act of 1940

,

Investment bank

,

Investment banker

,

Investment Bankers Association

,

Investment banking

,

Investment banking group

,

Investment Company Act of 1940

,

In line

,

Investment multiplier

,

Individual policy pension trust

,

Insurance

,

Insurance agent

,

Insurance broker

,

Insurance carrier

,

Insurance claim

,

Insurance examiner

,

Insurance policy

,

Insurance premium

,

Inc.

,

In intestacy

,

In play

,

In-process research and development

,

Investment company

,

Investment fund

,

Investment objective

,

Investment policy

,

Investment trust

,

I/O strip

,

Inheritance tax

,

Investment property

,

Incidental benefit

,

In-service withdrawal

,

Investment philosophy

,

Individual tax return

,

In and out

,

Individual investor

,

In sympathy

,

In the tank

,

ITS

,

Joint account

,

Jointly and severally

,

Jumping the gun

,

Joint and several liability

,

Joint and survivor annuity

,

Joint life annuity

,

Joint tax return

,

Keynesian Economics

,

Keogh Plan

,

Last In First Out

,

Lending at a rate

,

Limit-on-close order

,

London International Financial Futures and Options Exchange

,

Level premium insurance

,

Level term insurance

,

Life expectancy

,

Life insurance

,

Living benefits

,

Long-term care insurance

,

Legal age

,

Loan-to-cost

,

Loan-to-value

,

Lock-in

,

Leg

,

Long leg

,

Life annuity

,

Life expectancy method

,

Leading the market

,

Locked in

,

Luxury tax

,

Level I quotes

,

Municipal bond insurance

,

Municipal Bond Insurance Association

,

Municipal investment trust

,

Make a market

,

Managed account

,

Margin account

,

Market if touched order

,

Market on close order

,

Mark-to-market

,

Money management

,

Marginal propensity to consume

,

Major medical insurance

,

Mortgage life insurance

,

Money at call

,

Management buyin

,

Management company

,

Mixed account

,

Net investment

,

Nostro account

,

No limit order

,

No quote

,

No-Fault

,

Nonparticipating life insurance policy

,

Net estate

,

No-Action Letter

,

Null and void

,

No-lien affidavit

,

No-load

,

Non-resident alien tax

,

National Association of Real Estate Investment Trusts

,

Non-investment property

,

Non-contributory plan

,

Nonforfeitable benefit

,

Non-insured plan

,

Non-qualified retirement plan

,

Normal retirement age

,

No-load stock

,

No book

,

Off the books

,

Over-the-Counter

,

On-floor order

,

On margin

,

Option account

,

Omnibus account

,

On account

,

On-the-spot loan

,

Open-end management company

,

Out of the money

,

Old age, survivors, and disability insurance

,

On-balance volume

,

On close

,

One man picture

,

On open

,

On the opening

,

Owner-employee

,

Pre-tax profit margin

,

Profit and loss statement

,

Payment-in-kind security

,

Price Value of a Basis Point

,

P&L

,

Primary earnings per share

,

Personal Consumption Expenditures

,

Participating insurance

,

Periodic payment plan

,

Personal Injury Protection

,

Private Mortgage Insurance

,

Per stirpes

,

Personal guarantee

,

Personal interest

,

Personal property

,

Property tax

,

Pension benefit

,

Pension Benefit Guaranty Corporation

,

Pension plan

,

Plan asset

,

Plan sponsor

,

Prototype plan

,

Paid-in capital

,

Paid-in surplus

,

Percent held by institutions

,

Private Investment in Public Equity

,

Passive management

,

Planning

,

Portfolio insurance

,

Personal exemption

,

Progressive tax

,

Proportional tax

,

Point-and-figure chart

,

Painting the tape

,

Qualified retirement plan

,

Reports and Records

,

Return on Capital

,

Return on Invested Capital

,

Return on Total Assets

,

Real Estate Mortgage Investment Conduit

,

Reading the tape

,

Regulation D

,

Regulation G

,

Regulation T

,

Regulation U

,

Restricted account

,

Regulated investment company

,

Real economic growth rate

,

Registered Retirement Savings Plan

,

Reduced paid-up insurance

,

Replacement cost insurance

,

Regulation A

,

Right to Know

,

Real estate owned

,

Real estate

,

Real estate agent

,

Real estate broker

,

Risk management

,

Regressive tax

,

Return on Capital Employed

,

Selling, General and Administrative Expenses

,

SG&A

,

Savings account

,

Savings and Loan

,

Savings Association Insurance Fund

,

S&L

,

State bank

,

Securities and Exchange Commission

,

Series EE bond

,

Sell the book

,

Sweep account

,

Supply-side economics

,

Second-to-die insurance

,

Self insurance

,

Separate account

,

Single-premium life insurance

,

Stock life insurance company

,

Survivor benefit

,

Survivorship insurance

,

Stock bonus plan

,

Stock option plan

,

Statutory investment

,

Sale and leaseback

,

Systematic investment plan

,

Selling the spread

,

Short leg

,

Savings Incentive Match Plan for Employees

,

Self-directed retirement account

,

SEP Plan

,

Simplified Employee Pension IRA

,

Single-employer plan

,

Single-life annuity

,

Social Security Tax

,

Summary plan description

,

Selling short against the box

,

Shorting against the box

,

Sales tax

,

S Corporation

,

Self-employment tax

,

Separate tax returns

,

Sin tax

,

Subchapter M

,

Subchapter S Corporation

,

Schedule C

,

Seek a market

,

S&P phenomenon

,

Stop and reverse

,

Top line

,

Tax anticipation note

,

Tax-exempt bond

,

Tax renevue anticipation note

,

T-Bill

,

Term to maturity

,

Take a position

,

Trailing P/E

,

Tax haven

,

Term insurance

,

Title insurance

,

Tax

,

Tax schedule

,

Tenancy by the entirety

,

TED spread

,

Truth in Lending

,

Tax-free bond fund

,

Tax-managed fund

,

Tax lien

,

Tax roll

,

Tenancy at will

,

Transfer tax

,

Tax deferral

,

Tax-deferred

,

Top hat plan

,

The Street

,

Timing the market

,

Top-down

,

Tax-advantaged

,

Taxation

,

Tax audit

,

Tax base

,

Tax basis

,

Tax bracket

,

Tax-deductible

,

Tax deduction

,

Tax-efficient

,

Tax evasion

,

Tax-exempt

,

Tax identification number

,

Tax loss carryback

,

Tax loss carryforward

,

Tax lot

,

Tax planning

,

Tax preference item

,

Tax Reform Act of 1986

,

Tax Reform Act of 1993

,

Tax return

,

Tax sale

,

Tax shelter

,

Tax shield

,

Tax swap

,

Tax tables

,

Top

,

Top out

,

Take a bath

,

U.S. Government Agency Security

,

U.S. Savings Bond

,

U.S. Treasury

,

U.S. Treasury Bill

,

U.S. Treasury Bond

,

U.S. Treasury Note

,

U.S. Treasury Securities

,

Unlimited tax bond

,

Undermargined account

,

Umbrella liability insurance

,

Universal life

,

Underfunded pension plan

,

Unit Investment Trust

,

Unified Tax Credit

,

Variable life

,

Variable universal life

,

Voluntary accumulation plan

,

Variable ratio plan

,

Value Added Tax

,

Wrap account

,

Widow-and-orphan stock

,

W-2 Form

,

W formation

,

When, as, and if issued

,

X or XD

,

Year-To-Date

,

Yield to call

,

Yield to maturity

,

Yield to worst

,

Y shares

,

Zero-investment portfolio


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