Remove 2020 Remove Compliance Remove Financial Advice Remove Math
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Don’t be tricked by 8% eternal Universal Life Insurance Interest Rates!

Sara Grillo

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.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

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? 2020 was a huge year. You know, we had a really good 2020. What’s it like in Spain?

Clients 157
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Transcript: Howard Lindzon

The Big Picture

Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. I started my own podcast in March 10th of 2020. 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.

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