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Investments glossary

Qualifying Event


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Quotes of the day:

I, on the other hand, have a degree from the University of Life, a diploma from the School of Hard Knocks, and three gold stars from the Kindergarten of Getting the Shit Kicked Out of Me.

— Captain Edmund Blackadder, Blackadder Goes Forth

A qualifying event triggers changes in a policyholder’s insurance due to new life circumstances, such as the birth of a child, and can be made at any time during the calendar year and not solely during open enrollment periods.


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