WEALTH MANAGEMENT GLOSSARY

DTC

Death Taxes

Deduction

Defeasible

Deferred Annuity

Defined Contribution Plan

Depreciation

Direct Skip

Disbursement

Discount Broker

Discretionary Account

Dispositive Provisions

Distribution

Diversification

Dividend

Domicile

Donee/Donor

Dow Jones Industrial Average

Duration

A tax-advantaged life insurance product, which offers deferral of taxes with the option of withdrawing one's funds in the form of a life annuity.