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Universal life

Life 

Insurance

 which combines the low-cost protection of term 

Insurance

 with a savings component that is invested in a tax-deferred 

Account

, the 

Cash

 value of which may be available for a 

Loan

 to the 

Policyholder

Universal life

 was created to provide more flexibility than whole life by allowing the holder to shift 

Money

 between the 

Insurance

 and savings components of the policy. Additionally, the inner workings of the investment process are openly displayed to the holder, whereas details of whole life investments tend to be quite scarce. Premiums, which are variable, are broken down by the 

Insurance

 company into 

Insurance

 and savings. Therefore, the holder can adjust the proportions of the 

Policy

 based on external conditions. If the savings are earning a poor 

Return

, they can be used to pay the premiums instead of injecting more money. If the holder remains insurable, more of the premium can be applied to insurance, increasing the death 

Benefit

. Unlike with whole life, the 

Cash

 value investments grow at a 

Variable rate

 that is adjusted monthly. There is usually a minimum 

Rate of return

. These changes to the 

Interest

 scheme allow the holder to take advantage of rising 

Interest

 rates. The danger is that falling 

Interest

 rates may cause premiums to increase and even cause the 

Policy

 to 

Lapse

 if 

Interest

 can no longer pay a portion of the 

Insurance

 costs.



Related Terms: 36

Account

,

Benefit

,

Base

,

Cash

,

Car

,

Cash value

,

Death benefit

,

Dow

,

Defer

,

Deferred account

,

ISIN

,

Insurance

,

Interest

,

Inc.

,

Interest rate

,

Long

,

Lapse

,

Loan

,

Low

,

Money

,

Own

,

Open

,

Policy

,

Policyholder

,

Play

,

Return

,

ROC

,

ROCE

,

Rate of return

,

Term

,

Term insurance

,

Tax

,

Tax-deferred

,

Universal life

,

UIT

,

Variable rate


Other Related Pages:

Category: Insurance


Starting With: U


Semi Related Terms: 1055  CLICK HERE TO VIEW

10-Q

,

10-K

,

52-week low

,

Accelerated Cost Recovery System

,

Account

,

Account statement

,

Acquisition cost

,

Adjusted balance method

,

Adjusted basis

,

Allowance for depreciation

,

Available assets

,

Average accounting return

,

Account aggregation

,

Account balance

,

Active account

,

Adjustable rate

,

Alternate account

,

Asset management account

,

Accreted value

,

Accrual of discount

,

Accrued interest

,

After-tax basis

,

Amortization of premium

,

Amortized value

,

At par

,

Account executive

,

All or any part

,

At best

,

At call

,

Active money

,

Accumulated earnings tax

,

Adjustable rate preferred stock

,

Absolute advantage

,

Accommodative monetary policy

,

Applied economics

,

Adjusted futures price

,

Accidental death benefit

,

Adjustable life insurance

,

All-risks coverage

,

At risk

,

Annual return

,

Add-on service

,

Abstract of title

,

Action to quiet title

,

As is

,

Assignment to creditors

,

Attorney in fact

,

Adjustable Rate Mortgage

,

Advance rate

,

Amortization term

,

Annual Percentage Rate

,

Applicable federal rate

,

Asset-based finance

,

Asset-based lending

,

Asset conversion loan

,

Assignment of mortgage

,

Average life

,

A shares

,

Automatic investment plan

,

At the money

,

Absorption rate

,

After-tax contributions

,

Age-weighted plan

,

Across the board

,

Additional paid-in capital

,

Average down

,

Abusive tax shelter

,

Ad valorem

,

After-tax

,

Alternative Minimum Tax

,

Amended return

,

Assessed value

,

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

,

Back pay

,

Below the line

,

Books of final entry

,

Books of original entry

,

Book value per share

,

Burn rate

,

Bank holding company

,

Banking Act of 1933

,

Barren money

,

Benchmark interest rate

,

Bid-to-cover ratio

,

Bureau of Public Debt

,

Broker loan

,

Brought over the wall

,

Buying on margin

,

Buy on close

,

Buy on opening

,

Buy the book

,

Broad money

,

Balance of payments

,

Bank Rate

,

Base interest rate

,

Base period

,

Base-year analysis

,

Board of Governors

,

Benefit

,

Break-even analysis

,

Breaking the syndicate

,

Bill of exchange

,

Bill of sale

,

Breach of trust

,

By the book

,

Balloon loan

,

Bank term loan

,

Base rate

,

Blended rate

,

Bridge loan

,

Broker loan rate

,

Breakup value

,

Back-end load

,

B shares

,

Buy and write

,

Benefit offset

,

Broad-base index

,

Broken lot

,

Balanced investment strategy

,

Before-tax income

,

Break-even tax rate

,

Base

,

Breadth-of-market theory

,

Beat the gun

,

Capital investment

,

Capitalized cost

,

Capitalized interest

,

Cash

,

Cash asset ratio

,

Cash basis

,

Cash budget

,

Cash control

,

Cash conversion cycle

,

Cash cycle

,

Cash earnings

,

Cash equivalence

,

Cash journal

,

Cash ratio

,

Contra account

,

Cost Accounting

,

Cost Of Goods Sold

,

Cost of sales

,

Cash reserves

,

Central assets account

,

Checking account

,

Compound interest

,

Custodial account

,

Call protection

,

Cash equivalents

,

Certificate of Participation

,

Collaterized Loan Obligation

,

Committee on Uniform Securities Identification Procedures

,

Conversion premium

,

Conversion value

,

Coupon rate

,

Current market value

,

Current production rate

,

Call money rate

,

Cash account

,

Code of procedure

,

Customer protection rule

,

Cash dividend

,

Capitalization of income

,

Capitalization rate

,

Cap rate

,

Capital account

,

Civilian unemployment rate

,

Comparative advantage

,

Cost of Living Adjustment

,

Cost-of-living index

,

Council of Economic Advisers

,

Current account

,

Car

,

Cash and carry trade

,

Cash commodity

,

Cash market

,

Cash price

,

Cash settlement

,

Chasing the market

,

Cheapest to deliver

,

Chicago Board of Trade

,

Contract month

,

Cost basis

,

Cash surrender value

,

Cash value

,

Cash value life insurance policy

,

Cash withdrawal

,

Casualty insurance

,

Chartered Life Underwriter

,

Convertible term insurance

,

Cost-of-living rider

,

Credit insurance

,

Credit life insurance

,

Certificate of stock

,

Cost of carry

,

Certificate of title

,

Contract for deed

,

Cancellation of debt

,

Cash advance

,

Cash collateral

,

Cash credit

,

Cash-out refinancing

,

Certificate of Claim

,

Character loan

,

Classified loan

,

Closed-end credit

,

Conforming loan

,

Consolidation loan

,

Consumer interest

,

Cost of debt capital

,

Cost of funds

,

Controlled company

,

Closed-end fund

,

Closed-end investment company

,

Contingent deferred sales charge

,

C shares

,

Class of options

,

Close to the money

,

Cash Against Documents

,

Certificate of Occupancy

,

Cloud on title

,

Cash-balance plan

,

Cash or Deferred Arrangement

,

Cash sale

,

Class A Shares

,

Class B Shares

,

Crash of 1929

,

Crash of 1987

,

Capital gains tax

,

Child and dependent care credit

,

Consolidated tax return

,

Coefficient of determination

,

Cup and handle

,

Cash buying

,

Cash delivery

,

Certificate of delivery

,

Close a position

,

Cornering the market

,

Curbs in

,

Deferred charge

,

Deferred credit

,

Deferred revenue

,

Deferred tax

,

Depreciated cost

,

Deposit in transit

,

Drawing account

,

Date of issue

,

Date of payment

,

Deferred interest bond

,

Day loan

,

Discretionary account

,

Division of Enforcement

,

Division of Investment Management

,

Division of Market Regulation

,

Do Not Reduce

,

Date of record

,

Dividend in arrears

,

Dividend rate

,

Desk (the)

,

Diminishing return

,

Discount rate

,

Division of labor

,

Deferred month

,

Delivery month

,

Death benefit

,

Decreasing term life

,

Disability insurance

,

Dual life insurance

,

Discounted Cash Flow Analysis

,

Dow

,

Dow Jones Averages

,

Dow Jones Industrial Average

,

De-escalation clause

,

De facto

,

Defer

,

Doing business as

,

Due process

,

Durable Power of Attorney

,

Date of maturity

,

Debtor in possession

,

Debtor-in-possession financing

,

Deed of Release

,

Deed of Trust

,

Deferred payment

,

Demand loan

,

Discharge of bankruptcy

,

Discharge of lien

,

Discount loan

,

Down payment

,

Due-on-sale clause

,

Dollar cost averaging

,

Deep in the money

,

Deep out of the money

,

Downside protection

,

Deed of Surrender

,

Department of Housing and Urban Development

,

Deferred account

,

Deferred annuity

,

Deferred payment annuity

,

Defined benefit plan

,

Defensive investment strategy

,

Dogs of the Dow

,

Dow dividend theory

,

Down volume

,

Daily low

,

Depth of market

,

Earning asset

,

Economic value

,

Effective annual interest rate

,

Eurodollar certificate of deposit

,

Exact interest

,

Equity risk premium

,

Escrowed to maturity

,

Ex-legal

,

External financing

,

External funds

,

External market

,

Either-or order

,

Exchange rate

,

Extended broad money

,

Easy monetary policy

,

Economic growth rate

,

Employer Cost Index

,

Employment Cost Index

,

E-mini

,

Exchange for futures

,

Exchange for physical

,

Exchange of spot

,

Exchange versus cash

,

Ex-pit transaction

,

Excess insurance

,

Executive indemnity insurance

,

Effective tax rate

,

Ex-all

,

Expected return

,

Evergreen loan

,

Explicit interest

,

Ex-warrants

,

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

,

Even lot

,

Even spread

,

Even up

,

First In First Out

,

Fixed cost

,

Form 10-Q

,

Federal Deposit Insurance Corporation

,

Federal Savings and Loan Association

,

Frozen account

,

Federal Home Loan Mortgage Corporation

,

Flight to quality

,

Floating-rate bond

,

Flow of funds

,

Fill or kill

,

Flotation costs

,

Front-ending an order

,

Fiat money

,

Floating exchange rate

,

Foreign exchange rate

,

Forward exchange rate

,

Forward P/E

,

Factors of production

,

Favorable balance of trade

,

Federal Reserve Discount Rate

,

Fiscal policy

,

Far month

,

Furthest month

,

Foreign direct investment

,

Fee-for-service

,

Fixed premium

,

Front-end load

,

Fair market value

,

Form 8-K

,

Form S-1

,

Friends and family offering

,

FHA Loan

,

Finance company

,

Fixed rate

,

Fixed-rate loan

,

Fixed-Rate Mortgage

,

Floating rate

,

Floor loan

,

Forward interest rate

,

Forward Rate Agreement

,

Full faith and credit

,

Family of funds

,

Fund of funds

,

Finite-life REIT

,

Free and clear

,

Federal Insurance Contributions Act

,

Flexible benefit plan

,

Flexible spending account

,

Fixed investment trust

,

Free right of exchange

,

Federal ID Number

,

Federal Tax Identification Number

,

Federal tax lien

,

Flat tax

,

Franchise tax

,

Fair value

,

Falling knife

,

Guaranteed Investment Contract

,

General account

,

G-7

,

General Agreement on Tariffs and Trade

,

G-8

,

Group insurance

,

Growth and income fund

,

Gather in the stops

,

Gift tax

,

Going long

,

Historical cost

,

Hart-Scott-Rodino Act of 1976

,

Hit the bid

,

House account

,

House of issue

,

Hang Seng Index

,

Hazard insurance

,

Health insurance

,

Health Insurance Portability and Accountability Act

,

Holding company

,

Holder in due course

,

Hang out loan

,

Home equity line of credit

,

Home equity loan

,

Hidden tax

,

Head and shoulders

,

High-low index

,

Hammering the market

,

Held at the opening

,

Holding the market

,

Hunkering down

,

Imputed value

,

Investment flows

,

Inactive account

,

Insured account

,

Interest-bearing

,

In escrow

,

Interest rate collar

,

Interest rate risk

,

Interest rate swap

,

Intermediate-term

,

Intrinsic value

,

Invested capital

,

Investment bill

,

Investment-grade bond

,

Investment letter

,

Investment security

,

Investment value

,

ISIN

,

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

,

Inflation rate

,

Investment multiplier

,

Interest rate futures

,

Interbank Rate

,

Individual policy pension trust

,

Insurable interest

,

Insurance

,

Insurance agent

,

Insurance broker

,

Insurance carrier

,

Insurance claim

,

Insurance examiner

,

Insurance policy

,

Insurance premium

,

Insider Trading sanctions Act of 1984

,

Interest

,

Interest expense

,

Internal Rate of Return

,

Indication of interest

,

Inc.

,

In intestacy

,

Inter vivos trust

,

Imputed interest

,

Indexed loan

,

Installment loan

,

Interest deduction

,

Interest-only loan

,

Interest rate

,

Interest rate cap

,

Interest rate ceiling

,

Interest rate floor

,

In play

,

In-process research and development

,

Investment company

,

Investment fund

,

Investment objective

,

Investment policy

,

Investment trust

,

Interest rate option

,

I/O strip

,

Inchoate interest

,

Inheritance tax

,

Interest-only strip

,

Investment property

,

Incidental benefit

,

In-service withdrawal

,

Investment philosophy

,

Individual tax return

,

Imbalance of orders

,

In and out

,

In sympathy

,

In the tank

,

Joint account

,

Jointly and severally

,

Jumping the gun

,

Joint and several liability

,

Jumbo loan

,

Just title

,

Joint and survivor annuity

,

Joint life annuity

,

Joint Stock Company

,

Joint return

,

Joint tax return

,

Last In First Out

,

Liquidation value

,

Lender of last resort

,

Law of one price

,

Long

,

Long Bond

,

Long position

,

Long-term

,

Lending at a rate

,

Limit-on-close order

,

Long Market Value

,

Lawful money

,

Law of demand

,

Law of supply

,

Limit down

,

London International Financial Futures and Options Exchange

,

Long hedge

,

Limited company

,

London Inter-Bank Offer Rate

,

Lapse

,

Level premium insurance

,

Level term insurance

,

Life expectancy

,

Life insurance

,

Long-term care insurance

,

Loan stock

,

Long-term debt

,

Long-Term Equity Anticipation Securities

,

Letter of comment

,

Legal age

,

Line of credit

,

Loan

,

Loan note

,

Loan schedule

,

Loan sharking

,

Loan-to-cost

,

Loan-to-value

,

Loan value

,

Loan-value ratio

,

Lock-in

,

Long-term mortgage

,

Load-adjusted return

,

Long leg

,

Long straddle

,

Long-term lease

,

Life annuity

,

Life expectancy method

,

Leading the market

,

Like-kind exchange

,

Limited Liability Company

,

Locked in

,

Long-term gain or loss

,

Luxury tax

,

Level I quotes

,

Long squeeze

,

Low

,

Modified cash basis

,

Money center bank

,

Money order

,

Mutual company

,

Mutual Savings Bank

,

Maturity value

,

Medium-term

,

Medium-term bond

,

Minimum yield

,

Municipal bond insurance

,

Municipal Bond Insurance Association

,

Municipal investment trust

,

Make a market

,

Managed account

,

Margin account

,

Margin loan

,

Margin rate

,

Market if touched order

,

Market on close order

,

Mark-to-market

,

May Day

,

Minimum maintenance

,

Money management

,

Medium of exchange

,

Money

,

Marginal propensity to consume

,

Monetary policy

,

Most distant month

,

Major medical insurance

,

Master policy

,

Mortgage life insurance

,

Make whole provision

,

Market rate

,

Minimum payment

,

Money at call

,

Money factor

,

Morning loan

,

Mortgage interest deduction

,

Mortgage rate

,

Management company

,

Minimum distribution

,

Mill rate

,

Mean return

,

Market return

,

Market-value weighted index

,

Minimum fluctuation

,

Mixed account

,

Momo play

,

Money flow

,

Net book value

,

Net interest margin

,

Net investment

,

Non-cash expense

,

Near money

,

Negotiable certificate of deposit

,

Negotiable Order of Withdrawal

,

Nostro account

,

Nominal rate

,

Non-interest-bearing note

,

Notice of Sale

,

National Association of Securities Dealers

,

National Association of Securities Dealers Automated Quotations system

,

No limit order

,

No quote

,

Nearby month

,

Next month

,

No-Fault

,

Nonparticipating life insurance policy

,

Net Asset Value

,

No-Action Letter

,

Null and void

,

No-lien affidavit

,

Non-conforming loan

,

Note loan

,

Notice of Default

,

No-load

,

Non-resident alien tax

,

National Association of Real Estate Investment Trusts

,

Non-investment property

,

Nonforfeitable benefit

,

Normal retirement age

,

No-load stock

,

Nominal value

,

Net change

,

No book

,

Off the books

,

One time charge

,

Operating cash flows

,

Operating costs

,

Original cost

,

Other long term liabilities

,

Office of Thrift Supervision

,

Ordinary interest

,

Out-of-favor

,

Over-the-Counter

,

On-floor order

,

On margin

,

Open order

,

Option account

,

Or better

,

Open economy

,

Open market operation

,

Operating rate

,

Omnibus account

,

Open interest

,

Offshore company

,

One-share one-vote rule

,

Opinion of title

,

On account

,

On-the-spot loan

,

Open-end credit

,

Open-end mortgage

,

Open mortgage

,

Open-end fund

,

Open-end management company

,

Option holder

,

Option premium

,

Out of the money

,

Open-end lease

,

Own

,

Old age, survivors, and disability insurance

,

On-balance volume

,

On close

,

One man picture

,

On open

,

On the opening

,

Open

,

Open market

,

Open position

,

Open repo

,

Open trade equity

,

Petty cash

,

Pooling of interests

,

Pre-depreciation profit

,

Pre-tax profit margin

,

Profit and loss statement

,

Pro forma

,

Pass-through coupon rate

,

Payment-in-kind security

,

Premium bond

,

Premium over bond value

,

Premium over conversion value

,

Price Value of a Basis Point

,

Payment for order flow

,

Purpose loan

,

P&L

,

Provision for income taxes

,

Participating insurance

,

Personal Injury Protection

,

Policy

,

Policyholder

,

Policy limit

,

Policy loan

,

Policy surrender

,

Pre-existing conditions

,

Private Mortgage Insurance

,

Premium raid

,

Public company

,

Power of Attorney

,

Partially amortized loan

,

Participation loan

,

Personal interest

,

Piggyback loan

,

Prepaid interest

,

Prime rate

,

Prioritization of debt

,

Purchase-money mortgage

,

Private Market Value

,

Performance-based compensation

,

Prime rate fund

,

Premium income

,

Property tax

,

Pension benefit

,

Pension Benefit Guaranty Corporation

,

Paid-in capital

,

Paid-in surplus

,

Percent held by institutions

,

Pre-syndicate bid

,

Private company

,

Private Investment in Public Equity

,

Portfolio insurance

,

Preservation of capital

,

Progressive tax

,

Proportional tax

,

Point-and-figure chart

,

Painting the tape

,

Play

,

Quick turn

,

Replacement cost

,

Replacement value

,

Reports and Records

,

Residual value

,

Retention rate

,

Return of capital

,

Return on Capital

,

Return on Invested Capital

,

Return on Total Assets

,

Risk adjusted return

,

Run rate

,

Real interest rate

,

Regulation Q

,

Rate covenant

,

Real Estate Mortgage Investment Conduit

,

Return

,

Reading the tape

,

Regulation D

,

Regulation G

,

Regulation T

,

Regulation U

,

Restricted account

,

Round of funding

,

Rules of Fair Practice

,

Rate of exchange

,

Reciprocal of European terms

,

Regulated investment company

,

Real economic growth rate

,

Round turn

,

Registered Retirement Savings Plan

,

Reduced paid-up insurance

,

Replacement cost insurance

,

Red herring

,

Registered Company

,

Regulation A

,

Reverse Take-Over

,

Right of first refusal

,

Right of rescission

,

Right to Know

,

Rate-improvement

,

Rate lock

,

Recourse loan

,

Renegotiable rate

,

Rescheduled loan

,

Revolving line of credit

,

Right of recourse

,

Rule of 78

,

Roll down

,

Right of redemption

,

Required Minimum Distribution

,

Retirement Equity Act of 1984

,

Risk/return trade-off

,

Risk premium

,

Regressive tax

,

Return on Capital Employed

,

Rising bottoms

,

ROC

,

ROCE

,

Rate of return

,

Real rate of return

,

Salvage value

,

Selling, General and Administrative Expenses

,

SG&A

,

Savings account

,

Savings and Loan

,

Savings Association Insurance Fund

,

Savings bank

,

Savings deposits

,

Short-term reserves

,

Sight letter of credit

,

Simple interest

,

S&L

,

Savings Bond

,

Securities and Exchange Commission

,

Series EE bond

,

Short-term

,

Spot rate

,

Straight value

,

Student Loan Marketing Association

,

Securities Investor Protection Corporation

,

Securities loan

,

Segregation of securities

,

Sell the book

,

Stock loan

,

Sweep account

,

Savings rate

,

Standard of living

,

Swap rate

,

Spot month

,

Savings element

,

Second-to-die insurance

,

Self insurance

,

Separate account

,

Single-premium life insurance

,

Stock life insurance company

,

Surrender value

,

Survivor benefit

,

Survivorship insurance

,

Short interest

,

Short interest ratio

,

Statute of Limitations

,

Statutory investment

,

Sale and leaseback

,

Satisfaction of debt

,

Secured loan

,

Security interest

,

Security loan

,

Signature loan

,

Single-payment loan

,

Soft loan

,

Stafford loan

,

Standby loan commitment

,

Start rate

,

Swing loan

,

Scorched-earth policy

,

Staggered board of directors

,

Systematic investment plan

,

Selling the spread

,

Short market value

,

Special use property

,

Step-down lease

,

Savings Incentive Match Plan for Employees

,

Self-directed retirement account

,

Single-life annuity

,

Single-Premium Deferred Annuity

,

Social Security Tax

,

Shareholder value

,

Split-adjusted price

,

Selling short against the box

,

Shorting against the box

,

Sales tax

,

S Corporation

,

Self-employment tax

,

Separate tax returns

,

Short-term gain or loss

,

Sin tax

,

Standard mileage rate

,

Subchapter M

,

Subchapter S Corporation

,

Schedule C

,

Securities Act of 1933

,

Securities Acts Amendments of 1975

,

Securities Exchange Act of 1934

,

Seek a market

,

Smart money

,

S&P phenomenon

,

Stop and reverse

,

Times interest earned

,

Total cost

,

Term CD

,

Tax anticipation note

,

Tax-exempt bond

,

Tax renevue anticipation note

,

T-Bill

,

Term

,

Term bond

,

Term to maturity

,

Take a position

,

Total return

,

Trailing P/E

,

Tight monetary policy

,

Tight money

,

Trickle-down theory

,

Take delivery

,

Tax haven

,

Term insurance

,

Title insurance

,

Tax

,

Tax schedule

,

Total return index

,

Tenancy by the entirety

,

Trust company

,

Teaser rate

,

TED spread

,

Term deposit

,

Term loan

,

Truth in Lending

,

Tax-free bond fund

,

Tax-managed fund

,

Term trust

,

Theoretical value

,

Tax lien

,

Tax roll

,

Tenancy at will

,

Title company

,

Transfer tax

,

Tax deferral

,

Tax-deferred

,

Top hat plan

,

Ten-bagger

,

The Street

,

Timing the market

,

Top-down

,

Taxable wage base

,

Tax-advantaged

,

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

,

Taxpayer Relief Act of 1997

,

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

,

Take a bath

,

Take profits

,

Term repo

,

Trading costs

,

Term sheet

,

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

,

Unemployment rate

,

Umbrella liability insurance

,

Universal life

,

Unearned interest

,

Unsecured loan

,

UIT

,

Unit Investment Trust

,

Unified Tax Credit

,

Unit of trade

,

Unit of trading

,

Variable rate

,

Value stock

,

Vanishing premium policy

,

Variable life

,

Variable universal life

,

Variable ratio write

,

Value averaging

,

Value investing

,

Variable ratio plan

,

Value Added Tax

,

Working capital

,

Write down

,

Written-down value

,

With interest

,

Wrap account

,

Work force

,

Waiver of premium

,

Working capital loan

,

Wraparound loan

,

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-base budgeting

,

Zero-investment portfolio


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