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Exam term

Capital retention

An assumption in converting an income need to a lump sum that funds income entirely from earnings so the principal remains intact, producing a larger face amount.

Lessons that use this term

  • Life insurance needs analysis for individuals and businesses Florida
  • Life insurance needs analysis for individuals and businesses New York
  • Life insurance needs analysis for individuals and businesses Texas

Exam prep

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  • Real Estate
  • SAFE MLO
  • SIE

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