Asset Management

October 12, 2023 5 min read Definitions

Inter vivos Trust: Understanding Trusts Created During the Grantor's Lifetime

Law Estate Planning Legal Instruments Trusts Estate Planning Legal Terminology Inter Vivos Trusts Asset Management

Learn about inter vivos trust, a legal arrangement made effective during the grantor’s lifetime. Explore its benefits, types, and application in estate planning.

October 5, 2023 5 min read Definitions

Investment Reserve in General Insurance: Ensuring Financial Stability

Finance Insurance Risk Management Insurance Investment Reserve General Insurance Asset Management Financial Security

Understanding the concept of an investment reserve within general insurance, which is crucial for managing reductions in the value of an insurance company's owned securities.

October 3, 2023 5 min read Definitions

Understanding Commissioner's Values in General Insurance Terms

Finance Insurance Regulation Insurance Investment Asset Management NAIC Financial Reporting Regulatory Compliance

Learn about Commissioner's Values, a crucial list of securities' values published annually by the National Association of Insurance Commissioners, used for insurance company balance sheets.