By LifePro Financial Services, Inc. February 12, 2018 Episode #36: Estate Planning: Breaking Down the Importance of a Trust Concepts, Money Script Monday In this episode of Money Script Monday, Joe reviews the aspects of a trust and underscores the purpose of why every individual should have an estate plan in place. Read this post
By Sal Mendoza February 5, 2018 Episode #35: Seven Steps to Retirement Security Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal guides you through the seven steps to retirement security and provides a preview of Tom Hegna's keynote presentation at the 2018 LifePro Summit. Read this post
By Gabe Lindemann January 29, 2018 Episode #34: EFC Option #1 for College Funding: MEC Whole Life Contract College Planning, Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Gabriel presents a sample scenario of a family looking to reduce their EFC by utilizing a MEC Whole Life Contract. Read this post
By Kevin Nuber January 22, 2018 Episode #33: Managing Money Between Taxable, Tax-Deferred, and Tax-Free Accounts Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin consolidates the places to save for retirement into three simple buckets and shows you the types of accounts within each one. Read this post
By Dan Tatulli January 15, 2018 Episode #32: 7 Best Practices for Seminar Marketing Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan goes over the seven best practices for seminar marketing so you get the most out of your investment. Read this post
By Brian Manderscheid January 8, 2018 Episode #31: What Type of Return Can I Expect from My IUL Policy? Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian goes over three different methodologies you can use to predict the type of return you can expect from your IUL policy. Read this post
By Kevin Nuber December 18, 2017 Episode #30: Selling With Story: How to Make Your Client the Hero Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Kevin breaks down the proven framework to storytelling and shows you how top financial professionals are using this framework with their clients to conjure memories, stir emotions, and take action. Read this post
By Kevin Nuber December 11, 2017 Episode #29: 10 Reasons Not to Buy an Indexed Universal Life Policy [2018 Update] Life Insurance, Money Script Monday Kevin addresses "The Top 10 Reasons NOT to BUY Equity Indexed Universal Life" article and provides insight into the areas you should focus on when selecting a preferred financial vehicle. Read this post
By Gabe Lindemann December 4, 2017 Episode #28: The 3 Expected Family Contribution (EFC) Options for College Funding College Planning, Money Script Monday In this episode of Money Script Monday, Gabriel shows you the three options you can employ to lower your EFC score and maximize your child's eligibility for grants and scholarships. Read this post
By Sal Mendoza November 27, 2017 Episode #27: How to Turn Your Best Appointments into a Repeatable Process Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal shows you how to turn your best appointments into a repeatable process, resulting in better execution, stronger relationships, and more business. Read this post