2015 Legal Mutual Funds 
Sara Grillo
JUNE 24, 2024
Variable universal life (VUL=mutual funds) were/are illustrated using an 8%-12% CD-like ROR eternally. Actuarial Guideline 49 of 2015, via the National Association of Insurance Commissioners (NAIC) sought to cap, or limit the highly unlikely, aggressive illustrations used in the sales software prior to 2015.
The Big Picture
OCTOBER 24, 2022
But the career paths from there were either kind of the PhD route, or the legal routes. And so there was a lot of need on the active mutual fund friends. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. And it was interesting work.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Fortune Financial
AUGUST 7, 2023
One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.
Fortune Financial
AUGUST 7, 2023
One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.
Sara Grillo
MAY 8, 2023
There was a great article in ThinkAdvisor in 2015 that provided an example of how the options written on IUL work. Source: Sara’s Grillo’s interpretation of knowledge imparted by ThinkAdvisor 2015 article, “How (and why) indexed universal life really works.” What’s this now – call options??
Sara Grillo
JUNE 12, 2023
In 2015, they came out with AG 49 because the crediting rates appeared similar from company to company but were actually very different. SARA GRILLO: As the financial advisor representing the consumer, does the consumer have a legal right to this information from the insurance company? And it grows or doesn’t grow.
The Motley Fool
JUNE 10, 2024
Andy Cross: David, ETFs, mutual funds, they operate by very strict rules on how they allocate their capital. In this case, for actively managed funds that are rebalancing every quarter, which as you mentioned, at the end of the quarter, beginning next quarter, they do selling and buying to match up the stocks and the positions.
Expert insights. Personalized for you.
59 
Let's personalize your content