Sara Grillo

JUNE 24, 2024

The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Know how the math works so you can see the potential risks that may exist with your policy. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. Don’t be fooled!

Insurance 59

Insurance Math Financial Advice Compliance 59

FMG

DECEMBER 22, 2022

I started as a solo advisor with Waddell & Reed in 2015. I couldn’t pass up on the one-click compliance! I was considering building my own with a regular web designer, but as a solo advisor, I just don’t have time to get every single edit approved through compliance before going live.

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

Brown Advisory

JANUARY 17, 2024

We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. 12 At Intuit’s Investor Day in September last year, management highlighted the maths within their QuickBooks SME accounting software franchise, whereby any improvement in the success rates (i.e.

Investments 52

Investments Investing Portfolio Compliance 52

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. I think it was 2015. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. And at the time, I was managing Protege Partners as a hedge fund of funds. RITHOLTZ: When did he pass?

Management 130

Management Investing Investments Government 130

Carson Wealth

FEBRUARY 5, 2024

In fact, the only time stocks were lower was in 2015, when the full year ended down by 0.7%, so virtually flat. By my math, there have been 57 Super Bowls and 22 different winners. Compliance Case # 02101272_020524_C The post Market Commentary: January Gains, Jobs Report Both Bullish for Markets appeared first on Carson Wealth.

Marketing 97

Marketing Marketing Economy Manufacturing 97

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand. In 2015, they came out with AG 49 because the crediting rates appeared similar from company to company but were actually very different. There is an admin charge of about $49k. There is an insurance charge of about $246k.

Insurance 59

Insurance Clients Financial Advisor Math 59

Sara Grillo

MAY 8, 2023

There was a great article in ThinkAdvisor in 2015 that provided an example of how the options written on IUL work. Source: Sara’s Grillo’s interpretation of knowledge imparted by ThinkAdvisor 2015 article, “How (and why) indexed universal life really works.” What’s this now – call options??

Insurance 59

Insurance Clients Financial Advisor Accounting 59