By Laurence Williams October 4, 2022 Three Steps To Protect, Save, and Grow Your Retirement Portfolio Concepts In Laurence's latest article featured in Broker World Magazine, he uses an analogy of building a house to describe the three steps individuals can take to best prepare their retirement nest egg for success. Read this post
By Michael Clementi October 3, 2022 Episode #257: How to Better Understand Annuities Using an Income Report Annuities, Money Script Monday In this episode of Money Script Monday, Michael explains how using tools like an income report can break down concept financial concepts like annuities into easy-to-digest lessons. Read this post
By Sara Sullivan September 26, 2022 Episode #256: 6 Reasons Why You Should Hire an Assistant Concepts In this episode of Money Script Monday, Sara unveils 6 reasons why hiring an assistant can streamline your business operations and increase your production. Read this post
By Parker Obert September 22, 2022 Advisors Retreat to Carlsbad for LifePro University 2022 Concepts Last week on Thursday, September 15th, the LifePro team invited advisors from across the nation to the Cape Rey Carlsbad Beach Resort to host the annual conference LifePro University 2022. Read this post
By Parker Obert September 20, 2022 LifePro Hosts 5th Annual Bill Zimmerman ALS Golf Classic Concepts This past Saturday, September 17th, 2022, LifePro held our 5th Annual Bill Zimmerman ALS Golf Classic at the Rancho Bernardo Inn in Rancho Bernardo, California. Read this post
By Adam Reyna September 19, 2022 Episode #255: IUL: The Swiss Army Knife of Retirement Planning Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam unpacks frequently overlooked tools within cash-value life insurance policies and how they can be utilized during the policyholder’s lifetime. Read this post
By Kyle Tomko September 12, 2022 Episode #254: Is the Bucket Withdrawal Strategy Right for You? Annuities, Money Script Monday In this episode of Money Script Monday, Kyle dives into what the bucket withdrawal retirement strategy is and how it may help protect your retirement plan from market turmoil. Read this post
By Gabe Lindemann August 29, 2022 Episode #253: The 2022 College Planning Season Has Begun College Planning, Money Script Monday In this episode of Money Script Monday, Gabe breaks down current trends in college planning events and appointments and reminds advisors what their goals should be going into 2023. Read this post
By Sal Mendoza August 22, 2022 Episode #252: Is Your Retirement Plan Government Sponsored or Privately Funded? Life Insurance, Money Script Monday In this episode of Money Script Monday, Sal compares two retirement plans, one through the government and one through a life insurance carrier, and explains the benefits and shortfalls between the two. Read this post
By Gabe Lindemann August 18, 2022 Get Ready For College Planning Season 2022 Concepts In Gabe's latest article featured in Broker World Magazine, he forecasts what the 2022 college planning season has in store and how financial advisors can take the stress off of families while helping their kids attend their dream schools. Read this post