Glossary Of Financial Terms
Glossary Of Financial Terms
Demystifying Insurance, Wealth, and Business Concepts
Asset Map – A visual platform that helps clients and advisors track, organize, and optimize all financial assets and liabilities.
Risk Mitigation – Strategies and tools designed to reduce potential financial, operational, or legal risks for businesses and individuals.
Business Owner Solutions (BOSS) – A suite of services designed to help business owners protect assets, plan for growth, and optimize wealth strategies.
Fractional Family Office – A professional team of advisors providing high-net-worth clients with strategic financial, tax, and legacy planning on a shared or modular basis.
Kaizen Premium Financing – A structured insurance premium financing strategy designed to maximize tax efficiency and optimize wealth planning.
LifeLink – Ai Merchantry’s quoting tool that allows clients to receive instant insurance estimates and start applications independently.
Protected Tomorrows – A program focused on planning long-term care and financial protection for children with special needs.
Retirement Planning – The process of setting and achieving financial goals for income and security during retirement.
Tax-Free Retirement – Strategies that use financial products, such as Indexed Universal Life Insurance, to generate retirement income that is not subject to income tax.
Wealth Preservation – Techniques designed to protect and grow assets across generations while minimizing risk and taxes.
Indexed Universal Life (IUL) Insurance – A type of permanent life insurance offering flexible premiums, a death benefit, and potential cash value growth tied to a market index.
Annuities – Financial products that provide a guaranteed income stream, commonly used in retirement planning.
Key Person Insurance – Coverage that protects a business against financial loss caused by the death or disability of a critical employee.
Succession Planning – The process of preparing for the transfer of business ownership or leadership to the next generation or a new buyer.
Premium Financing – A strategy where borrowed funds are used to pay insurance premiums, often to optimize cash flow and leverage capital.
Don't worry, we can help!
Continue your Exploration
Speak with a Partner
Helping you achieve financial success with expert guidance and personalized strategies.
Corporate Office:
207 W. Millbrook Road, Suite 200
Raleigh, North Carolina 27609
(844) 448-2246
Why Ai Merchantry™
Advisor & Client
Subscribe to Our News & Articles
Get Insights Delivered right to your inbox
© Ai Merchantry®. 2025. A-32AiM, LLC. Company. All Rights Reserved.
Support | Privacy Policy | Terms of Use | Site Map