By Adam Reyna June 11, 2018 Episode #53: Using Life Insurance to Ensure the Long-Term Viability of Your Business Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam goes over how to protect the longevity of your family and your business through the Emerging, Expansion, Flourishing, and Succession phases. Read this post
By Tom Hegna June 6, 2018 The Inflation Virus Annuities, Investments, Life Insurance Inflation is like a virus, and you need to boost your clients' immune system to keep up! The purchasing power of all their retirement savings could plummet if inflation increases and you don't plan for it. Learn how you can protect their products and overcome your clients' inflation concerns. Read this post
By LifePro Financial Services, Inc. May 28, 2018 Episode #51: How Insurance Companies Create Index Allocation Options Life Insurance, Money Script Monday In this episode of Money Script Monday, Joe explains how insurance companies are able to offer index options while still delivering on their promises. Read this post
By Gabe Lindemann May 7, 2018 Episode #48: EFC Option #3 for College Funding: Indexed Universal Life College Planning, Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Gabriel continues the conversation and reviews the third option families can take to reduce their EFC by utilizing an IUL contract. Read this post
By Kevin Nuber April 30, 2018 Episode #47: Why Are IUL Charges So High in the Early Years? Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin addresses the upfront costs incurred in the early years of an indexed universal life contract and determines if the benefits outweigh the costs. Read this post
By Brian Manderscheid April 23, 2018 Episode #46: Why You Should Get a Policy Audit Every 3-5 Years Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian goes over six reasons to audit your life insurance policy and provides sample scenarios of how the audit created greater client outcomes. Read this post
By Sean Brady April 2, 2018 Episode #43: How to Properly Fund an IUL Policy Per the IRS Guidelines Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean shows you how to properly fund an IUL policy in accordance with the federal laws: TEFRA, DEFRA, and TAMRA Read this post
By Tom Hegna March 16, 2018 Four Common Objections and How to Overcome Them Annuities, Life Insurance Don't let any objection stop your sales process ever again! In this post, Tom Hegna will share four common objections and how to overcome each one. Read this post
By Sean Brady February 19, 2018 Episode #37: Five Ways to Access Your Cash Value in an IUL Policy Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean goes over the five ways to access your policy's cash value when you want, for what you want. Read this post
By LifePro Financial Services, Inc. February 16, 2018 Financial Advisors Kick-Start 2018 at LifePro Summit Annuities, Concepts, Investments, Life Insurance, Sales & Marketing On February 15, 2018 LifePro presented their annual Summit event to a packed house of nearly 300 attendees - made up of financial advisors, insurance carrier representatives, and other industry experts. Read this post