By Michael Clementi March 16, 2020 Episode #138: 5 Annuity Myths Debunked Annuities, Money Script Monday In this episode of Money Script Monday, Michael reviews how annuities can be a useful financial vehicle that will withstand times of stock market volatility and provide guaranteed lifetime income. Read this post
By LifePro Financial Services, Inc. March 13, 2020 Now Is the Time to Lead Your Customers With Confidence Annuities, Concepts, Investments, Life Insurance Whether your clients and the American public know it or not, they need our products to secure a healthy, dignified, and protected retirement. After the last two weeks, even the most steadfast believers in equities would have to agree, in times of uncertainties, guarantees are king. Read this post
By Adam Reyna March 9, 2020 Episode #137: Agent Guide: High Net Worth Foreign Nationals Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam presents how to approach a new client demographic you may be overlooking that will help generate more business. Read this post
By Allee Marchini March 3, 2020 Key Takeaways from the 2020 LifePro Summit Annuities, Investments, Life Insurance, Sales & Marketing The LifePro Summit is our major kick-off event that was created with a mission to help and ensure our advisors start the year off right with new ideas and strategies that can be implemented right away! Read this post
By Luke Geller March 2, 2020 Episode #136: The Secret to Using Leverage to Jump-Start Your Retirement Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke presents how financing an Indexed Universal Life policy can help elevate your current retirement strategy. Read this post
By Kevin Nuber February 24, 2020 Episode #135: Craft the Perfect Close Concepts, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Kevin shares four steps to develop an ideal message that will help turn your prospects into actual clients. Read this post
By Brian Manderscheid February 17, 2020 Episode #134: Is Index Universal Life a Bad Investment? Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian explains why you may want to consider an IUL for a portion of your retirement portfolio if you're concerned about tax and risk diversification. Read this post
By LifePro Financial Services, Inc. February 10, 2020 Key Numbers to Review for 2020 Annuities, Investments, Life Insurance As an Independent Financial Advisor, you're well aware of how important it is to stay up to date and knowledgeable on any changes to the retirement and tax planning industry. Read this post
By Sean Brady February 10, 2020 Episode #133: Discover How the Sequence of Returns Will Impact Your IUL Loans Annuities, Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean shows you how interest rate variations and timing of those interest rates can significantly impact the accumulation value of your policy. Read this post
By Sal Mendoza February 3, 2020 Episode #132: 3 Steps to Scale Your Business Through Speaking & Winning Stages Concepts, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal explains how to leverage the power of stages by crafting your signature message, maximizing your offer, and delivering your best presentation yet. Read this post