Certified Annuity Specialist

Definition

  • A certification issued by the Institute of Business and Finance that indicates an individual has the expertise to provide investment advice to clients about fixed and variable annuities.

Synonyms
annuity expert, certified professional

Acronyms
CAS

Related Terms and Acronyms

  • Annuity Definition,
    • A regular periodic payment made by an insurance company to a policyholder for a specified period of time.
    • A financial instrument that disperses a number of payments over a set period of time.
  • Annuity Factor Method Definition,
    • A way of determining the maximum amount an annuitant can withdraw from an annuity before penalties are applied.
  • Annuity Table Definition,
    • A table that can be used to find the future value of an annuity.
  • Hybrid Annuity Definition,
    • An annuity with both fixed and variable annuity elements.
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