By Dan Tatulli November 13, 2017 Episode #25: Why "Let's Talk After the Holidays" Is the Worst Thing You Can Say Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Dan reviews the importance of purchasing a life insurance policy and the impact it could have to your family in the event of an unforeseen circumstance. Read this post
By Robert Reaburn November 6, 2017 Episode #24: [Market Update] What to Expect Over the Next 3-6 Months and How to React Investments, Money Script Monday In this episode of Money Script Monday, Robert breaks down the current state of the economy and gives his perspective on where the markets may go as we finish out the year and head into 2018. Read this post
By LifePro Financial Services, Inc. October 30, 2017 Episode #23: Is 'Buy Term and Invest the Difference' for Me? Investments, Life Insurance, Money Script Monday In this episode of Money Script Monday, Jordan tackles the ever-popular recommendation of 'buy term and invest the difference' and puts the theory to the test. Read this post
By Brian Manderscheid October 23, 2017 Episode #22: 3 Pitfalls to Avoid When Properly Structuring an IUL Policy Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian shows you the three areas to evaluate when making sure your indexed universal life policy is properly structured for maximum potential. Read this post
By LifePro Financial Services, Inc. October 16, 2017 Episode #21: Why Every Person (Not Just the Wealthy) Should Have an Estate Plan Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Joe shows you the four critical reasons why everyone should have an estate plan in place. Read this post
By Dan Tatulli October 9, 2017 Episode #20: When and How to Share Money Script Monday Videos with Your Clients Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan shows you the new features released and techniques used to easily share custom Money Script Monday posts with your clients. Read this post
By Kevin Nuber October 2, 2017 Episode #19: How Does an Income Rider Work Within a Fixed Annuity Annuities, Concepts, Money Script Monday In this episode of Money Script Monday, Kevin shows you how an income rider complements a fixed annuity; providing you the perfect balance of accumulation and income while in retirement. Read this post
By Gabe Lindemann September 25, 2017 Episode #18: 5 Ways to Pay For College College Planning, Money Script Monday In this episode of Money Script Monday, Gabe describes the five ways to pay for college - how to make it affordable, pitfalls to watch out for, and the power of using a college planner. Read this post
By Sal Mendoza September 18, 2017 Episode #17: Utilizing the Kai-Zen Strategy for Business Owners Concepts, Money Script Monday, Premium Finance In this episode of Money Script Monday, Sal describes how Premiums are jointly funded by bank financing and the participant or employer, and the power of leverage to help acquire more of the benefits your clients need to protect their future financially. Read this post
By LifePro Financial Services, Inc. September 11, 2017 Episode #16: Your Personal Wealth Report - Part 3 of 3 Life Insurance, Money Script Monday In this episode of Money Script Monday, Jordan concludes the 3-part series about Your Personal Wealth Report and demonstrates how an IUL policy would perform in historical markets. Read this post