Remove Blog Remove Collateral Remove Investment Banking
article thumbnail

Blunt, unfiltered truth about Indexed Universal Life

Sara Grillo

For those of you who are new to my blog, my name is Sara. This effectively collateralizes the cash value of the policy. The fair market value of the cap is what the carrier paid the investment bank to buy the 10% cap. With a home equity line to collateralized your house. Let’s supposed for a minute the cap is 10%.

article thumbnail

A Discussion With Blake Hutcheson and Jonathan Simmons on OMERS' Mid-Year Results

Pension Pulse

Our strategic decision to maintain currency exposure to the US dollar and other major currencies improved our net investment results across the portfolio by approximately 1.7%. Liquidity We continue to maintain ample liquidity, with $23.1 We also have the capacity to borrow an additional $1.9