By Sal Mendoza July 17, 2023 Episode #292: Outpace the Slowdown of Summer Sales Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal points to the historical reports of advisors’ events during the summer months to demonstrate that opportunities for success are abundant during this time and should be taken advantage of. Read this post
By Sean Brady July 10, 2023 Episode #291: Shorter Withdrawal Charge Schedule Annuities Benefits and Risks Annuities, Money Script Monday In this episode of Money Script Monday, Sean weighs the benefits and risks of annuities with a shorter withdrawal charge schedule and explores the alternative of long-term annuities that could provide more consistent returns over an extended period. Read this post
By Jaime Ramirez July 3, 2023 Episode #290: 5 Ways to Get Qualified Leads to Chase You Instead Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jaime reviews antiquated marketing methods to contrast them with the advanced strategies for prospecting that LifePro developed to maximize effectiveness in the digital age. Read this post
By Brian Manderscheid June 29, 2023 How to Provide an 8% Withdrawal Rate with an Annuity Income Rider Alternative Annuities In this piece, Brian contends that although annuities with income riders can be a valuable tool, it may be worth considering an Annuity Income Rider Alternative as an option for a client in less-than-perfect health looking for income. Read this post
By Sara Sullivan June 26, 2023 Episode #289: Utilizing LIMRA to Better Your Business Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sara presents her findings on all that LIMRA offers and provides examples of the advantageous information that can benefit a financial professional’s business. Read this post
By Brian Manderscheid June 22, 2023 How to Incorporate a 'Volatility Buffer' into Your Retirement Plan Life Insurance In this piece from Brian, he shares a volatility buffer strategy (using an Indexed Universal Life) that could be utilized during accumulation years to alleviate potential pain from account losses and withdrawals in the distribution years. Read this post
By Luke Geller June 12, 2023 Episode #288: The Safe Retirement Checklist to Protect Your Future Concepts, Money Script Monday In this episode of Money Script Monday, Luke forecasts the biggest retirement risks to illuminate their dangers and offers potentially safer strategies for retirement security. Read this post
By Brian Manderscheid June 8, 2023 Premium Finance Rescue and Why Clients, Advisors, and Carriers Love Kai-Zen Life Insurance In this piece from Brian, he shares his experience concerning a recent in-force premium finance review to demonstrate the potential repercussions of highly leveraged financing plans. Read this post
By Gabe Lindemann June 5, 2023 Episode #287: Underwriting Preparation for a College Planning Case College Planning, Money Script Monday In this episode of Money Script Monday, Gabe breaks down the underwriting process and emphasizes the importance of keeping your college planner up to date with any changes. Read this post
By Brian Manderscheid May 25, 2023 Buy, Borrow, Die: This is How the Rich Avoid Taxes Life Insurance In this piece from Brian, he refutes the claims that the advantages of the "Buy, Borrow, Die" strategy are strictly available to the rich by explaining how this strategy can be used with IUL. Read this post