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
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