b. Family income policy
c. Family maintenance policy
d. Joint life
e. Survivorship life
6. Annuities - non-qualified
a. Single, level, and flexible premium
b. Immediate and deferred
c. Fixed and variable
7. Retirement plans - qualified
a. Individual Retirement Account (IRA)
b. 403(b) Plan - Tax Sheltered Annuity (TSA)
c. Simplified Employee Pension (SEP)
d. Self-employed Keogh (HR-10) Plans
e. 401 (k) Plans
f. Defined contribution plan
g. Defined benefit plan
8. Group life insurance
9. Life insurance sold to fund prearranged funeral plans
10. Viatical settlements
C. Other insurance concepts
1. Business insurance
a. Key employee life
b. Buy and sell agreement
c. Split dollar plan
2. Third-party ownership
3. Accelerated death benefits - living benefits
D. Social security benefits and taxes
1. Retirement benefits
2. Survivorship benefits