Compliance Financial Advice Math 
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. But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice.
Sara Grillo
JUNE 17, 2024
The regulators don’t force insurance companies to provide in-force illustrations to their Universal Life policy holders and it allows them to deceive consumers who aren’t prepared to do the math required to know the truth. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues.
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The Big Picture
DECEMBER 6, 2022
when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? So a phenomenal learning experience with both Jefferies and Morgan Stanley. What’s it like in Spain?
Sara Grillo
MAY 8, 2023
The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. If yes… Join the Transparency Advisor Movement.
The Big Picture
MAY 16, 2023
Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. LINDZON: So at the time in 2013, you could look through the financial statements of Schwab and TD public statements, and they were spending $150 for a customer acquisition. So this is the math that I applied.
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