By Kevin Nuber October 17, 2022 Episode #259: How Do Accelerated Benefit Riders Actually Work? Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin breaks down how exactly accelerated benefit riders work and the benefits they could have on an individual’s life if they were ever to be needed. Read this post
By Jackson Cockrell October 10, 2022 Episode #258: Are Your Investments What You Think They Are? Investments, Money Script Monday In this episode of Money Script Monday, Jackson compares the similarities and differences between mutual funds and ETFs and addresses common misconceptions individuals have when building their investment portfolios. Read this post
By Michael Clementi October 3, 2022 Episode #257: How to Better Understand Annuities Using an Income Report Annuities, Money Script Monday In this episode of Money Script Monday, Michael explains how using tools like an income report can break down concept financial concepts like annuities into easy-to-digest lessons. Read this post
By Adam Reyna September 19, 2022 Episode #255: IUL: The Swiss Army Knife of Retirement Planning Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam unpacks frequently overlooked tools within cash-value life insurance policies and how they can be utilized during the policyholder’s lifetime. Read this post
By Kyle Tomko September 12, 2022 Episode #254: Is the Bucket Withdrawal Strategy Right for You? Annuities, Money Script Monday In this episode of Money Script Monday, Kyle dives into what the bucket withdrawal retirement strategy is and how it may help protect your retirement plan from market turmoil. Read this post
By Gabe Lindemann August 29, 2022 Episode #253: The 2022 College Planning Season Has Begun College Planning, Money Script Monday In this episode of Money Script Monday, Gabe breaks down current trends in college planning events and appointments and reminds advisors what their goals should be going into 2023. Read this post
By Sal Mendoza August 22, 2022 Episode #252: Is Your Retirement Plan Government Sponsored or Privately Funded? Life Insurance, Money Script Monday In this episode of Money Script Monday, Sal compares two retirement plans, one through the government and one through a life insurance carrier, and explains the benefits and shortfalls between the two. Read this post
By Brian Manderscheid August 15, 2022 Episode #251: Is the 60/40 Portfolio Dead?... Introducing the New 60/20/20 Annuities, Money Script Monday In this episode of Money Script Monday, Brian illustrates a new portfolio design to further diversify retirement plans and mitigate risks like market volatility and running out of money. Read this post
By Parker Obert August 8, 2022 Episode #250: 5 Steps to Building a Credible LinkedIn Profile Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Parker breaks down 5 easy steps one can take to set up their LinkedIn profile to make a great first impression online. Read this post
By Luke Geller August 1, 2022 Episode #249: How to Speed Up the Premium Finance Process Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke unpacks the 4-step timeline of purchasing a premium finance case and the strategies you can use to speed up this process. Read this post