- Stocks
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A proportional share of equity ownership in a company, making the owners shareholders of the companies with certain rights, such as the ability to vote on important matters concerning the company.
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- Bonds
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A debt instrument issued to raise money, which can be sold by corporations pledging corporate assets as security for the loan. These can also be issued by federal, state and municipal governments.
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- Cash Equivalents
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Any security with a maturity of one year or less that can be converted to cash quickly because it is highly liquid.
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- Mutual Funds
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An investment company that invests via a prospectus; whereby each investor buys shares of ownership. Each share reflects a percentage of ownership in all of the underlying securities.
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- Variable Annuities
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A contract between investors and an insurance company where the company makes periodic payments to the investor, beginning either immediately or at some future date.
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- Variable Universal Life Insurance (VUL)
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A form of permanent life insurance that allows investors to allocate a portion of their premiums to a separate account composed of various investments from which investors can select.
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