By Luke Geller January 21, 2019 Episode #82: An Underutilized Retirement Strategy for Business Owners Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke explains an approach to generating tax-free retirement income without the risk of market volatility. Read this post
By Brian Manderscheid December 3, 2018 Episode #77: The Rich Person's Roth for Tax-Free Retirement Income Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian explains the benefits and considerations of using an Indexed Universal Life policy to generate tax-free retirement income. Read this post
By Luke Geller November 19, 2018 Episode #75: A Millennial's Guide to a (Tax-Free) Retirement Life Insurance, Sales & Marketing In this episode of Money Script Monday, Luke shines some light on millennials facing a unique set of financial challenges and what they can do to prepare themselves for a successful retirement. Read this post
By Brian Manderscheid October 8, 2018 Episode #69: 401(k) vs. IUL: Where Should You Put Your Money? Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian takes on the hotly debated topic of whether to save for retirement through a 401(k) or an indexed universal life policy. Read this post
By Dan Tatulli September 27, 2018 Introducing the Inaugural Bill Zimmerman ALS Golf Classic Life Insurance In the summer of 2015 Bill was diagnosed with ALS, a progressive neurodegenerative disease that affects nerve cells in the brain and spinal cord... Read this post
By Luke Geller September 17, 2018 Episode #66: Living Benefit Riders: What They Are and How They Work Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke explains the advantages of using living benefit riders to protect yourself from the potentially vast costs of long-term care. Read this post
By Adam Reyna August 6, 2018 Episode #61: What to Expect During the Application Process Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam breaks down the 4 steps you can anticipate when applying for a life insurance policy. Read this post
By LifePro Financial Services, Inc. August 1, 2018 LifePro President, Ben Nevejans Will Be Featured Speaker at InsMark Symposium Life Insurance, Sales & Marketing LifePro is proud to announce that our president, Ben Nevejans, will be a featured speaker at this year’s InsMark Symposium. InsMark’s Symposium is the insurance industry's #1 marketing conference... Read this post
By Sean Brady July 23, 2018 Episode #59: Understanding Modified Endowment Contracts Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean walks you through the potential tax implications and ideal candidates for a MEC. Read this post
By Brian Manderscheid June 25, 2018 Episode #55: Why Roth Conversions Make Sense Today More Than Ever Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian presents the window of opportunity you have to take advantage of the current low tax rate environment by converting your traditional IRA or 401(k) to a Roth IRA. Read this post