By Kyle Tomko July 27, 2020 Episode #155: Sneak Preview of the Client-Friendly Videos for LIVE Webinars Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Kyle provides an exclusive preview of LifePro’s live webinar platform and a key element to maintaining client conversions. Read this post
By Sal Mendoza July 20, 2020 Episode #154: The 10 Essential Elements for Landing BIGGER Cases Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal presents a simple tool you can use to discover your client's current financial plan and identify areas that need improvement. Read this post
By Michael Clementi July 13, 2020 Episode #153: The 5-Step Protected Income Process Annuities, Money Script Monday In this episode of Money Script Monday, Michael presents a step-by-step guide to building a successful retirement and the 5 critical areas to focus on to protect it. Read this post
By Robert Reaburn July 6, 2020 Episode #152: The Rising Importance of Active Stock Selection Investments, Money Script Monday In this episode of Money Script Monday, Robert reviews LifePro Asset Management’s simple 3-step investment strategy to reduce investment headwinds, identify areas of long-term growth and the companies leading these areas of positive disruptive change. Read this post
By Sean Brady June 29, 2020 Episode #151: 7 Questions to Ask Before You Pick an Index Allocation Annuities, Money Script Monday In this episode of Money Script Monday, Sean focuses on flexibility, complexity, and transparency to help determine if a fixed index annuity is appropriate for you. Read this post
By Marcus Kiel June 22, 2020 Episode #150: The Magical Corridor: How IULs Can Cost the Least When You Need Them the Most Life Insurance, Money Script Monday In this episode of Money Script Monday, Marcus dispels a common misconception about high Indexed Universal Life policy fees as you approach retirement. Read this post
By Luke Geller June 15, 2020 Episode #149: How to Properly Position a Leveraged Estate Preservation Plan for Your Clients Money Script Monday, Premium Finance In this episode of Money Script Monday, Luke reviews the estate tax liability high net worth individuals experience and unveils a NEW report that can help you earn and win premium finance business. Read this post
By Dan Tatulli June 8, 2020 Episode #148: How to Shift Your Marketing from Public Events to Online Webinars Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan provides an extensive walk-through on how to start hosting and marketing webinars so you continue to remain the authority in your community. Read this post
By Kevin Nuber June 1, 2020 Episode #147: Pay Taxes Now While They Are (Historically) Low Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin presents a financial vehicle that allows you to grow your money tax-deferred and use it for retirement income tax-free. Read this post
By Kyle Tomko May 18, 2020 Episode #146: How You Can Lock in Tax-Free Gains (ANYTIME) Using Indexed Universal Life Life Insurance, Money Script Monday In this episode of Money Script Monday, Kyle explains a new IUL feature that allows the policyholder to lock in gains and avert losses during times of stock market uncertainty. Read this post