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. This correction was updated in 2020 with AG 49A and again in May 2023 with AG49B. Don’t be fooled! appeared first on Sara Grillo.

Insurance 59

Insurance Math Financial Advice Compliance 59

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 2023, they concluded again that their methodology didn’t work so they came out with AG 49-B. 2023, May 1). There is an admin charge of about $49k. There is an insurance charge of about $246k. Here’s another example.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

JANUARY 9, 2024

So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? It was derivatives math, it was like working with the traders on like risk management. You were saying that you had a code of ethics, but then your CEO was sexually harassing people.

Retail 130

Retail Banking Math Management 130

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. Is that a fair statement?

Management 147

Management Recruitment Numbers Banking 147

Good Financial Cents

APRIL 19, 2023

The math when paying down debt is simple – if your loan is currently at 7% and you refinance at 3%, that’s equivalent to a 4% return on your money! Look for freelancers with a strong work ethic who provide quality results. Compare Mortgage Rates with Quicken Loans Student Loan Debt Don’t have a mortgage?

Accounting 105

Accounting Investments Investing Media 105

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. 00:41:31 [Speaker Changed] So when was, when was the last tightening was July, 2023. Prince of a person, a great intellect, a very serious investor, a good macro guy, but a real stock person and, and he was very helpful to me in culture ethics.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? But there were a lot of other purveyors of watches that really were not super, super ethical folks. So as long as we’re talking about it, that was shown at Watches and Wonders 2023. RITHOLTZ: Kermit.

Retail 173

Retail Insurance Advertising Numbers 173