#Finterms Archives - Page 20 of 25 - Independent Wealth + Business Advisory

Category: #Finterms

#Finterms: Net Death Benefit

The total death benefit payable on a policy, upon the Insured's death, which includes basic policy, dividends and riders. The amount has been adjusted for any outstanding premiums, loans, etc. Interest from the date of death to the date of disbursement will be added to the death benefit proceeds.

#Finterms: Total Enterprise Value (TEV)

Total Enterprise Value, or TEV, is valuation metric that quantifies the total value of a company. TEV is often used when evaluating the overall economic worth of a business in the context of a sale or acquisition.

#Finterms: Wash Sale Rule

An Internal Revenue Service (IRS) regulation that prohibits taxpayers from taking a tax deduction for the loss on the sale of a security that they replace with the same security within 30 days.

« Previous 1 … 18 19 20 21 22 … 25 Next »

Wealth Management Services are offered through Baldwin & Clarke Advisory Services, LLC (BCAS). BCAS is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). BCAS’ Form CRS and other disclosure documents can be found here. The information in this website has not been approved or verified by the SEC, or by any state securities authority. Additional information about BCAS is available on the SEC’s website at: www.adviserinfo.sec.gov, using CRD #105666.

Registration does not imply a certain level of skill or training.

Categories

#Finterms: Net Death Benefit

#Finterms: Total Enterprise Value (TEV)

#Finterms: Wash Sale Rule