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
By Laurence Williams October 26, 2020 Episode #167: The Costs that Come with Waiting for a Life Insurance Policy Life Insurance, Money Script Monday In this week’s episode of Money Script Monday, Laurence highlights why purchasing a life insurance policy now can make the difference in confidently securing your retirement goals. Read this post
By Robert Reaburn October 19, 2020 Episode #166: How to Liberate Clients from Wall Street Mediocrity Investments, Money Script Monday In this episode of Money Script Monday, Rob unpacks how LifePro Asset Management works to reduce market dependence and make income and principal protection the priority. Read this post
By Jaime Ramirez October 14, 2020 Ed Slott Captivates Audience at LPU 2020 Sales & Marketing On September 30, 2020, LifePro hosted Ed Slott as the keynote speaker at "LifePro University" Virtual Conference to a record-breaking 700+ attendees. Read this post
By Marcus Kiel October 12, 2020 Episode #165: Whole Life vs IUL: Which One is Better? Life Insurance, Money Script Monday In this episode of Money Script Monday, Marcus goes over key differences to consider when exploring life insurance options that align with your retirement goals. Read this post