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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: Linda Gibson, CEO PGIM Quantitative Solutions

The Big Picture

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. It was Mass Financial Services.

Math 130
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Global Leaders Strategy Investment Letter: January 2024

Brown Advisory

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.

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Transcript: Ted Seides

The Big Picture

Let me say what your compliance wouldn’t allow you to say. 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. Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades.

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Get an in-force illustration whenever you buy a Universal Life insurance policy!

Sara Grillo

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. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

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Transcript: Julian Salisbury, GS

The Big Picture

And again, I ended up in the financial services audit practice at KPMG. So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases.

Assets 299
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Market Commentary: January Gains, Jobs Report Both Bullish for Markets

Carson Wealth

By my math, there have been 57 Super Bowls and 22 different winners. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. In fact, the only time stocks were lower was in 2015, when the full year ended down by 0.7%, so virtually flat.