Financial Planning Review

Match it! Select the correct answer from the pull down...Good luck!

In insurance, anything that may possibly cause a loss is known as a:

The accumulation and management of property during one’s lifetime and the distribution of one’s property at death is referred to as:

All property and assets owned by an individual or group is a(n)

The legal right to act on your behalf when you need someone to handle your personal needs is called:

A retirement plan funded in part by employers is considered a:

A written outline of how the business will get money to start up and operate, and how the business will maintain financial operations and business records is a:

The moral principles by which people conduct themselves personally, socially, and professionally are called_______.

Sally has not received her inheritance from her grandmother's estate because her cousin has contested the will. The will is said to be in: