By Gabe Lindemann May 13, 2019 Episode #98: Top College Planners React to the College Admissions Scandal College Planning, Concepts, Money Script Monday In this episode of Money Script Monday, Gabriel has a discussion with the nation’s top college planners about the right way to coach parents on navigating the challenging road of planning for college. Read this post
By LifePro Financial Services, Inc. May 6, 2019 Episode #97: 5 Technology Tools Every Financial Advisor Should Be Using Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Justine presents 5 technology tools to help increase lead generation, improve customer retention, and stay ahead of the competition. Read this post
By Sal Mendoza April 29, 2019 Episode #96: The True Story of Living Benefits Life Insurance, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal presents a real-life scenario where an IUL policy holder received accelerated benefit payments to cover the cost of cancer treatments. Read this post
By Brian Manderscheid April 22, 2019 Episode #95: The Importance of Tax Diversification in Your Retirement Plan Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian presents a retirement strategy where every dollar you fund is exempt from both taxes and stock market losses. Read this post
By Adam Reyna April 15, 2019 Episode #94: How to Secure Your Retirement Assets From an Unfortunate Health Event Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam presents 2 strategies to protect yourself from the immense costs of an unfortunate health event. Read this post
By Sean Brady April 8, 2019 Episode #93: Does Your Portfolio Have Too Much Interest Rate Risk? Annuities, Money Script Monday In this episode of Money Script Monday, Sean explains the importance of diversifying your financial portfolio to protect your income throughout retirement. Read this post
By Luke Geller April 1, 2019 Episode #92: 3 Questions You Need to Answer Before You Retire Concepts, Money Script Monday In this episode of Money Script Monday, Luke goes over specific steps you can act on today to reach your future retirement goals. Read this post
By Dan Tatulli March 25, 2019 Episode #91: How to Answer the Question, "So...What Do You Do?" Concepts, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan provides a three-step formula for creating a powerful one-liner. Read this post
By Kevin Nuber March 18, 2019 Episode #90: How to Get the Most Out of Social Security Concepts, Money Script Monday In this episode of Money Script Monday, Kevin outlines a path towards creating an optimal retirement strategy to generate more guaranteed income and maximize your social security benefits. Read this post
By Kyle Tomko March 11, 2019 Episode #89: The Buyer's Guide to Purchasing the Right Index Annuity Annuities, Money Script Monday In this episode of Money Script Monday, Kyle provides clarity and offers a 13-point checklist for you to review when purchasing the right index annuity. Read this post