By Sal Mendoza January 18, 2021 Episode #177: What Does It Take to Be a Successful Financial Advisor? Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal discusses the 4 stages of advisor growth and shows how to best utilize back-office support to free up your time and reach the next level. Read this post
By Marcus Kiel January 11, 2021 Episode #176: How to Eliminate Market Recovery Using an IUL Life Insurance, Money Script Monday In this episode of Money Script Monday, Marcus unpacks the cost of recovering a portfolio’s losses and explains how to incorporate an indexed universal life policy into your retirement strategy to reduce these risks. Read this post
By Kevin Nuber December 21, 2020 Episode #175: How to Increase Show Up Rates for Webinars and Live Events Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Kevin reviews six elements that every webinar post-registration sequence can incorporate right now to double attendance rates. Read this post
By Sean Brady December 14, 2020 Episode #174: How to Balance Your Portfolio's Risk and Return Potential Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean shares the importance of asset diversification in a well-balanced portfolio and explains the accumulation potential behind a life insurance policy. Read this post
By Luke Geller December 7, 2020 Episode #173: Sequence of Return Risk: Is Your Retirement Safe? Concepts, Money Script Monday In this episode of Money Script Monday, Luke illustrates how to mitigate return risk with 3 simple steps intended to protect your retirement strategy and the longevity of your investment portfolio. Read this post
By Dan Tatulli November 30, 2020 Episode #172: The Future of Financial Services in 2021 and Beyond Money Script Monday, Sales & Marketing In this week’s episode of Money Script Monday, Dan explains how to secure client’s trust and long-term loyalty with an online selling platform designed to streamline your sales. Read this post
By Brian Manderscheid November 23, 2020 Episode #171: Will AG-49A Lead to the Death of IUL Sales? Money Script Monday, Sales & Marketing In this week’s episode of Money Script Monday, Brian unpacks AG-49A’s impact on illustrated rates, multiplier performance, and consumer value. Read this post
By Adam Reyna November 16, 2020 Episode #170: How to Compare IUL to Alternatives Using a Wealth Report Life Insurance, Money Script Monday In this week’s episode of Money Script Monday, Adam reviews a powerful tool designed to assess your current retirement strategy and explore a tax-saving solution. Read this post
By Kyle Tomko November 9, 2020 Episode #169: How to Use Life Insurance to Retain Key Employees Life Insurance, Money Script Monday In this episode of Money Script Monday, Kyle discusses a bonus plan used by business owners to recruit, reward, retain, and retire essential company employees. Read this post
By Michael Clementi November 2, 2020 Episode #168: How to Turn Your Qualified Accounts into an Income Stream Annuities, Money Script Monday In this week’s episode of Money Script Monday, Michael demystifies annuities and shines a light on the benefits they can provide on your road to retirement. Read this post