Compliance Math Reference Tax Planning 
Sara Grillo
MAY 8, 2023
A tax advantaged asset Death benefit Tax planning needs Cash value growth Cash value liquidity benefits #2 Use a realistic (low) crediting rate in the illustration The assumed interest rate in an illustration is what is driving the long term performance. BOBBY SAMUELSON: Illustrations are a distraction.
The Big Picture
AUGUST 15, 2023
Let me say what your compliance wouldn’t allow you to say. He made a statement in that letter really referring to Berkshire having underperformed for the first period of time, that even in periods as long as 10 years, your results can be heavily influenced by the starting point or the ending point. RITHOLTZ: You were crushing it.
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