By Sara Sullivan October 7, 2024 Episode #349: The Secret Fast-Track to Contracts Concepts, Money Script Monday In this episode of Money Script Monday, Sara positions advisors to grow their businesses faster through actionable strategies and efficient tools for overcoming the most significant setbacks in licensing and contracting. Read this post
By Luke Geller September 30, 2024 Episode #348: How to Navigate the Most Important Variable in Retirement Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke simplifies retirement tax planning's complexities by providing a clear guide on managing various accounts for optimized savings. Read this post
By Michael Clementi September 23, 2024 Episode #347: When Should I Take Risk? Concepts, Money Script Monday In this episode of Money Script Monday, Michael advocates for mindful financial planning built around your goals and risk tolerance to strike a balance between growth and preservation for long-term stability. Read this post
By Brian Manderscheid September 17, 2024 How To Fund An IUL And Get Your Premium Back Life Insurance In Brian's article featured in Broker World Magazine, he explains how using a Premium Deposit Account to fund an Indexed Universal Life policy can secure tax-free premium returns, provide long-term care options, and ensure a lasting death benefit for beneficiaries. Read this post
By Kyle Tomko September 16, 2024 Episode #346: How Annuity Carriers Set and Renew Rates Annuities, Money Script Monday In this episode, Kyle explains how annuity companies divide their general portfolio investments and the role interest rates and volatility play in dictating a change in an annuity cap. Read this post
By Brittany Maples September 10, 2024 LifePro University 2024: Elevating Sales and Marketing to New Heights LifePro University 2024 brought together top financial experts and industry leaders to deliver actionable insights and strategies for driving sales, mastering marketing, and accelerating growth in the year ahead. Read this post
By Adam Reyna September 9, 2024 Episode #345: Insider Info on Latest Partner-Exclusive Annuity Annuities, Money Script Monday In this episode of Money Script Monday, Adam introduces how this product’s unique gain-control options can empower advisors to deliver better outcomes for clients in both up and down markets. Read this post
By Kyle Tomko September 5, 2024 Fed to Cut Rates? Secure 17-Year High Annuity Rates Now Annuities In Kyle's article featured in Advisor Perspectives, he draws attention to the timely opportunity to lock in elevated annuity rates before the potential cuts this month. Read this post
By Sal Mendoza August 26, 2024 Episode #344: The 3 Secret Considerations for Retirement Success Life Insurance, Money Script Monday In this episode of Money Script Monday, Sal warns retirees of the potential financial consequences of neglecting to make a plan for their long-term care that prepares them for any eventuality. Read this post
By Kevin Nuber August 19, 2024 Episode #343: How to Avoid Missing Out on a Secure Retirement Annuities, Money Script Monday In this episode of Money Script Monday, Kevin highlights the high cost of waiting to save for retirement and explains how locking in today’s favorable rates presents an opportunity for those looking to secure more guaranteed income in retirement. Read this post