Glossary

  1. Upscale market - an asset segment that consists of households with $500,000 to $999,999 in financial wealth assets.
  2. Upper income - an income segment that consists of households with $100,000 to $199,999 in household income.
  3. Universal life insurance accumulated savings - represents the premiums in excess of insurance coverage and administrative charges that accumulate as savings/investments on a universal life insurance policy.