LinkedIn is the only major social media network that's solely dedicated to the professional world. People use it to find new jobs and new employees, and to connect with their colleagues, clients, and coworkers. Your social media presence, in this case, LinkedIn, might be the first impression a prospect has when they google your name online. It is paramount that you establish this online identity because not only is it free, but it opens the door to hundreds of millions of users that interact with this platform daily, some of whom may be interested in what you have to say and the services that you provide. By posting, reposting, commenting, and connecting, you can start building your virtual network today.

In this episode of Money Script Monday, Parker discusses 6 simple yet effective social media strategies that can help you use LinkedIn to bring in consistent leads from this platform.

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• Episode #250: 5 Steps to Building a Credible LinkedIn Profile

Many people use the holiday season as a time to reflect on the past 12 months and asses finances. As you meet with your financial advisor and /or tax professional on year-end tax planning strategies, this is the perfect an opportunity to discuss how you could potentially reduce your future tax obligations. Roth IRA conversions are essentially a way to convert retirement accounts into a tax-free account.

In this episode of Money Script Monday, Brian reveals 3 discounts that could help you create tax-free income and growth in retirement: tax rate discount, market value discount, and tax base discount.

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Advisory Services offered through LifePro Asset Management, LLC. The information presented here is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.

If you have clients who are worried if they’ll have enough assets during their retirement to support their lifestyle and address the rising cost of living, they’re not alone. According to a 2021 market perception study, 72% of Americans are concerned that the rising cost of living is really going to impact their retirement plans. This doesn’t even account for 2022 data and the alarming rate at which the price of goods and services has skyrocketed this year alone! What can your clients do to combat rising inflation?

In this episode of Money Script Monday, Sean unpacks income annuity benefits to explain how FIAs can offer not only guaranteed lifetime income but increasing income in retirement.

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For many advisors, the final months of the year mean a time to celebrate the hard work they’ve put in all year long. But in order to reach your goals and pay for business going into the new year, it is necessary to continue to execute your marketing initiatives consistently throughout Q4.

In this episode of Money Script Monday, Allee unpacks the top four reasons to accelerate your business NOW and set yourself up for success in Q1.

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Michael Clementi Highlighted in Broker World Magazine

GA, BGA, IMO…the list of acronyms can vary depending on who you’re talking to. Opinions on which brokerage general agency or independent marketing organization to work with can vary even more. The decision can be almost as important as deciding who you’re going to marry

In my four years as a field support representative for an IMO, I’ve had a front row seat to witnessing what truly makes a difference in a successful relationship between and independent advisor and the IMO/BGA they’re working with, how the right relationship can increase an advisor’s production, and how a symbiotic relationship between the two can provide the best solutions for clients. Understanding this has been the reason behind the passion I have to help my advisors in every aspect of their business.

Before we get into the benefits of working with the right IMO/BGA, I’d like to take you back to 1967 in Fort Worth, Texas, when an independent advisor named Bill Zimmerman started his journey into the industry and to what would become the proving ground for the IMO he would build years later.

Like many of you reading this, Bill started off with a fresh new life insurance license and looking to go out into the world and start selling. But where to start? It was recommended to Bill that he sell to his friends and family and then work his network from there. Each person he talked to would then provide a referral which would continue to fill his pipeline.

As the months went on Bill realized that he had sold all of his friends and their families policies and the referrals seemed to have dried up. That’s when he realized he needed to create another opportunity for prospects. It was time to hit the streets and start talking to people he had never met before and to make himself an insurance authority in his community.

But before he started knocking on doors, Bill knew that he needed something in his arsenal that would make him stand out from any insurance agent around and make sure the people he spoke to would never forget him.

This is when the “cassette tape marketing plan” was born.

To view the full article, please click here: View Article in Broker World Magazine »

When people think of life insurance, most individuals focus on the benefits such as peace of mind for one’s family and the death benefit at the time of passing. Little do they know, there is a multitude of benefits inside life insurance policies that you can take advantage of while you are still living that address the main concerns people have in retirement.

In this episode of Money Script Monday, Laurence answers the question if life insurance is the right solution to meet your retirement goals and the little-known benefits that can be included in these policies.

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• Stanford Study - The Retirement Planning Disconnect
• Sample RISA Report Overview Page

It is safe to say this past year has seen a lot of doom and gloom when it comes to rising inflation, market volatility, and interest rate hikes from the Fed. Many retirees are watching their retirement nest egg deteriorate under these conditions, with seemingly nowhere to turn to hedge against these circumstances. However, there is light at the end of the tunnel thanks to increasing product rates offered by our most trusted insurance carrier partners.

In this episode of Money Script Monday, Jaime analyzes the current economic factors leading to marketing instability and how advisors can take advantage of new product opportunities to help safeguard their clients’ retirement plans.

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Since 2020, our society has been faced with overcoming uncertainties and unknowns in the market, the economy, and our overall well-being. Retirees, more than anyone else, are looking for answers and solutions that can give them confidence and security that they will be able to enjoy their retirement stress-free.

In this episode of Money Script Monday, Luke unveils the lesser-known strategies that are available to help retirees protect their retirement goals from economic uncertainty.

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When purchasing life insurance, most customers focus on the benefits granted after the policyholder passes away. What may come as a surprise, however, is that some life insurance policies contain opportunities for benefits to be collected while the policyholder is still alive but diagnosed with a severe illness. What does this mean for the insurance company and what effects does this have on the benefits payments?

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.

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Advisory Services offered through LifePro Asset Management, LLC. The information presented here is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.

In the past, a common portfolio for a diversified investment strategy might include mutual funds through a mutual fund company. However, another investment vehicle called the exchange-traded fund (ETF) has become more popular in recent years among both institutional and individual investors. This begs the question: how exactly can you track where your money is invested with these positions and what makes more sense for your investment strategy?

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.

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The information here is presented by licensed professionals and not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstance. These videos are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. The information presented may change at any time and without notice.

Investment advisory services offered through LifePro Asset Management, LLC, an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance. Discussion of any specific stocks are based on objective, non-performance criteria and such discussion neither serves as a recommendation nor as the receipt of, or a substitute for, personalized advice. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).

S&P 500 is an unmanaged index of the shares of 500 widely held, predominantly large capitalization, U.S. exchange-listed common stocks. The index results neither include dividends reinvested nor reflect fees and expenses. Investors cannot invest in any index directly.