Ethics Financial Services 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. Insurance companies make Bernie Madoff look like a petty thief. Don’t fall for it! It’s simple.
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Clever Girl Finance
JULY 8, 2024
All you need are a few tools, a good work ethic, and an entrepreneurial spirit. Become a bookkeeper If you have bookkeeping skills, you only need a reliable internet connection, a laptop, and and an online meeting tool like Zoom or Google Meet to start offering your services. The possibilities are endless!
Sara Grillo
JUNE 12, 2023
Quick math: If you have $1.828 million in the bank. It’s impossible to figure out from the illustration – it can only be determined based upon this supplemental report that is usually not asked for by the fiduciary financial advisor or the client. And , you have to do the math by hand. There is an admin charge of about $49k.
The Big Picture
JULY 4, 2023
Their mainstay financial services practice, which was banking and equities, fell off a cliff. WEINSTEIN: Table stakes, good intellectual horsepower, work ethic, training, and a history of results. And that might give me some insight functionally into what I wanted to do next. And at the same time, the dot com bubble collapsed.
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