By Brian Manderscheid October 28, 2019 Episode #120: How to Protect a Portion of Your Retirement from Stock Market Losses & Taxes Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian introduces a financial vehicle that is designed to shelter income from stock market volatility and increases in taxes Read this post
By Don Blanton October 22, 2019 The Personal Economic Model: A Family's Entire Financial Model in One Picture Annuities, Concepts, Life Insurance, Sales & Marketing You’ve heard the saying that a picture is worth a thousand words, and it’s certainly true. Our Personal Economic Model® is a picture that represents a family’s entire financial model. Read this post
By Sean Brady October 21, 2019 Episode #119: Things You Need to Consider When Funding Your IUL with Qualified Money Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean presents 5 categories to focus on when repositioning your retirement income to an indexed universal life policy. Read this post
By Marcus Kiel October 14, 2019 Episode #118: IUL Crediting Strategy: Guarantees, Credits and How it All Works Annuities, Life Insurance, Money Script Monday In this episode of Money Script Monday, Marcus explains one crediting strategy that allows you to participate in stock market gains and protects you from losses. Read this post
By Dan Tatulli October 7, 2019 Episode #117: The Million Dollar Diagram Life Insurance, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan provides a precise blueprint on how to sell more and larger indexed universal life cases. Read this post
By Allee Marchini September 24, 2019 Top Financial Professionals Exchange Ideas at the 2019 LifePro University Annuities, Concepts, Life Insurance, Sales & Marketing On September 12, 2019 we hosted our annual LifePro University to a jam-packed house of nearly 200 attendees – consisting of financial advisors, insurance carrier representatives, and some of the top industry experts all under one roof. Read this post
By Kevin Nuber September 16, 2019 Episode #114: The One MAJOR Difference Between a Bank and an Insurance Company Annuities, Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin reviews the importance of working with a highly rated insurance company to protect your guaranteed death benefit and lifetime income. Read this post
By Luke Geller September 9, 2019 Episode #113: The Ultimate Guide to Hybrid Long Term Care Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke explains why adding a long term care rider to your life insurance policy can protect your family from the burden of medical expenses. Read this post
By Kyle Tomko August 5, 2019 Episode #109: How IUL Index Loans Work Life Insurance, Money Script Monday In this episode of Money Script Monday, Kyle explains how you can become your own bank by utilizing the indexed loan feature on your IUL policy. Read this post
By Brian Manderscheid July 22, 2019 Episode #107: How to Lock in Today's Low IUL Costs Before They Increase Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian illustrates why high-income earners should consider securing an Indexed Universal Life policy as a part of their overall financial plan. Read this post