By Adam Reyna July 15, 2019 Episode #106: How to Choose the Right Type of Life Insurance for Me Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam explains the benefits and considerations of the four main life insurance options available. Read this post
By Kevin Nuber July 1, 2019 Episode #104: The 8 IUL Commandments Life Insurance, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Kevin goes over 8 tactics financial professionals should avoid when structuring and funding IUL policies in order to best serve their clients. Read this post
By LifePro Financial Services, Inc. June 10, 2019 Episode #101: The 3 Most Important Numbers on Your IUL Annual Statement Life Insurance, Money Script Monday In this episode of Money Script Monday, Morgan discusses 3 key areas to focus on to determine if your IUL policy is on track to help you achieve your retirement goals. Read this post
By Kyle Tomko May 20, 2019 Episode #99: IUL vs. Roth IRA: Which One is Better for Me? Life Insurance, Money Script Monday In this episode of Money Script Monday, Kyle presents IUL as a unique financial vehicle that can help build, sustain, and transfer wealth in the most tax efficient manner. Read this post
By Sal Mendoza April 29, 2019 Episode #96: The True Story of Living Benefits Life Insurance, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal presents a real-life scenario where an IUL policy holder received accelerated benefit payments to cover the cost of cancer treatments. Read this post
By Brian Manderscheid April 22, 2019 Episode #95: The Importance of Tax Diversification in Your Retirement Plan Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian presents a retirement strategy where every dollar you fund is exempt from both taxes and stock market losses. Read this post
By Adam Reyna April 15, 2019 Episode #94: How to Secure Your Retirement Assets From an Unfortunate Health Event Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam presents 2 strategies to protect yourself from the immense costs of an unfortunate health event. Read this post
By Brian Manderscheid February 25, 2019 Episode #87: How to Help Recession Proof Your Retirement Income Plan Annuities, Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian explains a few practical steps you can take today to ensure a happy and successful retirement. Read this post
By LifePro Financial Services, Inc. February 22, 2019 Financial Advisors Establish Breakthrough Goals at LifePro Summit 2019 Annuities, Concepts, Investments, Life Insurance, Sales & Marketing On February 13, 2019 LifePro presented their annual Summit event to a jam-packed house of nearly 200 attendees. Read this post
By LifePro Financial Services, Inc. January 23, 2019 Key Numbers to Review for 2019 Annuities, Investments, Life Insurance As we begin a new year, it is important to stay up to date and knowledgeable regarding some key numbers that can potentially influence your client’s financial portfolio. Read this post