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EUNICE AAMS All Modules WITH 100% SURE ANSWERS Terms in this set (349) An employer plans to use corporate- owned life insurance to informally fund a nonqualified deferred compensation agreement and wants flexibility regarding investment choices. $10.49   Add to cart

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EUNICE AAMS All Modules WITH 100% SURE ANSWERS Terms in this set (349) An employer plans to use corporate- owned life insurance to informally fund a nonqualified deferred compensation agreement and wants flexibility regarding investment choices.

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EUNICE AAMS All Modules WITH 100% SURE ANSWERS Terms in this set (349) An employer plans to use corporate- owned life insurance to informally fund a nonqualified deferred compensation agreement and wants flexibility regarding investment choices. Which one of the following types o...

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  • October 26, 2024
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  • 2024/2025
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  • Social Psychology
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mbitheeunice2015
10/26/24, 9:34 AAMS Accredited Asset Management Specialist - College of Financial Planning
PM Flashcards | Quizlet


AAMS Accredited Asset Management
Specialist - College of Financial Planning
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Terms in this set (5)

cash/cash equivalents

checking accounts, money market mutual funds, T-bills, CDs, money market deposit accounts, and savings accounts

invested assets

stocks, bonds, mutual funds, IRAs, pension funds (vested portion), and rental property

use assets

automobiles and other vehicles, main residence, personal property, boats, and clothing

short-term liabilities
Identify the major components of each of the liabilities payable in one year or less, such as credit card balances
following categories.
cash/cash equivalents
long-term liabilities
invested assets
use assets liabilities payable over one year or more, such as mortgages, car loans, student loans, and home equity loans

short-term liabilities
net worth
long-term liabilities
the residual difference between assets and liabilities
net worth




https://quizlet.com/934006495/aams-accredited-asset-management-specialist-college-of-financial- 1/
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