By Adam Reyna January 6, 2020 Episode #128: How to Increase Your Retirement Success Probability Annuities, Money Script Monday In this episode of Money Script Monday, Adam presents 4 retirement risks and provides insight on managing each risk factor to help you reach your retirement goals. Read this post
By Kevin Nuber December 16, 2019 Episode #127: Proof That IUL Really Works Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin presents 3 essential keys to gain confidence in your Indexed Universal Life policy and provides examples of real life IUL success stories. Read this post
By Dan Tatulli December 9, 2019 Episode #126: How to Identify and Target Your Ideal Client Concepts, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan walks you through a technique to build a client profile that will help streamline your market efforts. Read this post
By Kyle Tomko December 2, 2019 Episode #125: A Detailed Breakdown on How Your Annuities are Taxed Annuities, Money Script Monday In this episode of Money Script Monday, Kyle explains the idea of tax deferral, which allows you to postpone income taxation until retirement. Read this post
By Robert Reaburn November 25, 2019 Episode #124: 4 Myths Commonly Held About the Stock Market That You Still Believe Investments, Money Script Monday In this episode of Money Script Monday, Robert provides insight on how the stock market can be a useful tool to generate long-term wealth. Read this post
By Sal Mendoza November 18, 2019 Episode #123: If (and Whether) You Should Buy Annuities in this Low-Interest Rate Environment Annuities, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal highlights an opportunity to help your clients build a source of guaranteed lifetime income and leave a legacy for their loved ones. Read this post
By Gabe Lindemann November 11, 2019 Episode #122: Are You Charging Enough for Your College Planning Services? College Planning, Concepts, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Gabe presents a strategy for structuring your client fees to lead to more college funding opportunities and ultimately earning more revenue. Read this post
By Luke Geller November 4, 2019 Episode #121: Premium Finance Made Simple Money Script Monday, Premium Finance In this episode of Money Script Monday, Luke explains how to use Premium Financing as an essential tool in your overall estate planning strategy. Read this post
By Brian Manderscheid October 28, 2019 Episode #120: How to Protect a Portion of Your Retirement from Stock Market Losses & Taxes Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian introduces a financial vehicle that is designed to shelter income from stock market volatility and increases in taxes Read this post
By Sean Brady October 21, 2019 Episode #119: Things You Need to Consider When Funding Your IUL with Qualified Money Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean presents 5 categories to focus on when repositioning your retirement income to an indexed universal life policy. Read this post