By Marcus Kiel March 29, 2021 Episode #187: Can You Use an IUL to Bridge the Retirement Income Gap? Life Insurance, Money Script Monday In this episode of Money Script Monday, Marcus breaks down the 6 main risks in retirement, including the biggest expenses most retirees face, and offers a retirement income strategy that can address these concerns. Read this post
By Luke Geller March 22, 2021 Episode #186: Will Your IUL Actually Perform? A Case Study Into Past and Potential Future IUL Returns Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke reviews how an IUL policy is credited, discusses the importance of Monte Carlo calculations in determining past performance, and breaks down an actual policy’s performance. Read this post
By Sean Brady March 15, 2021 Episode #185: A Complete Guide to Fixed Index Annuity Cap and Spread Renewals Annuities, Money Script Monday In this episode of Money Script Monday, Sean highlights the tax-deferred growth potential behind a fixed index annuity and discusses the 3 main factors insurance companies use to determine a policy’s cap, spread, and renewal rates. Read this post
By Brian Manderscheid March 8, 2021 Episode #184: Will the 7702 Tax Guideline Changes Open the IUL Floodgates? Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Brian explains the impact of the new 7702 guidelines on whole life and IUL policies and what changes to anticipate from IUL carriers in terms of their cash value, minimum death benefit, and MEC limits. Read this post
By Gabe Lindemann March 1, 2021 Episode #183: What Are the Four Key Pillars of College Planning Success? College Planning, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Gabe discusses how to engage the right audiences, deliver your message effectively, and leverage the College Planning Center with clients to maximize the efforts of your college planning services. Read this post
By Adam Reyna February 22, 2021 Episode #182: How to Maximize Your Income Using an Index Annuity Annuities, Money Script Monday In this episode of Money Script Monday, Adam shares how to get the most out of an annuity to create long-term income stability in retirement and goes into detail regarding an annuity’s accumulation versus income account value. Read this post
By Robert Reaburn February 15, 2021 Episode #181: Do Your Investments Feel Imprisoned? Investments, Money Script Monday In this episode of Money Script Monday, Rob dispels two core myths related to index investing and explains how an active investment approach may be able to assist your portfolio and protect your savings. Read this post
By Kyle Tomko February 8, 2021 Episode #180: How to Generate Guaranteed Tax-Free Income Annuities, Money Script Monday In this episode of Money Script Monday, Kyle explains the power behind the split annuity and Roth conversion strategy and how you can incorporate it into your retirement plan to significantly reduce future taxes. Read this post
By Laurence Williams February 1, 2021 Episode #179: The Important Role of Life Insurance in Estate Planning Life Insurance, Money Script Monday In this episode of Money Script Monday, Laurence reveals how life insurance can help provide funds to pay estate taxes and be an effective way to transfer wealth to your beneficiaries. Read this post
By Michael Clementi January 25, 2021 Episode #178: 5 Ways to Earn Money in a Volatile Market Annuities, Money Script Monday In this episode of Money Script Monday, Michael reviews how market volatility may impact your retirement income strategy and provides 5 simple tips for diversifying your portfolio. Read this post