In this episode of Money Script Monday, Kyle demonstrates how LifePro’s lucrative annuity cost share program promotes advisor growth by reducing expenses, increasing margins, and growing their bottom line.

In this episode of Money Script Monday, Adam discusses how leveraging IUL can provide a comprehensive, diverse, and stable retirement income plan.

In Luke’s article featured in Broker World Magazine, he reveals effective business strategies using endorsement-based split-dollar plans and Kai-Zen leveraging for entrepreneurs to attract and retain top talent.

In this episode of Money Script Monday, Sal outlines a unique IRA strategy that protects assets, provides significant tax benefits, and prevents a strain on savings due to future healthcare costs.

In Brian’s article featured in Advisor Perspectives, he aligns climbing Mount Everest with retirement planning to illustrate the necessity of preparation, allocation, and navigation in any journey.

In this episode of Money Script Monday, Sean reveals how taxes on Social Security benefits are based on taxable income and offers a strategy to lower that tax liability.

In this episode of Money Script Monday, Kevin introduces a step-by-step guide to a Roth conversion strategy that can maintain or increase your account balance, minimize tax burdens, and keep your savings intact.

In Sean’s article featured in Broker World Magazine, he explains why estate plans need flexibility while presenting IUL as a solution that offers tax advantages, financial protection, and the ability to adjust to evolving needs.

In this episode of Money Script Monday, Jaime expands on transformative email marketing strategies that improve your content, increase engagement, and strengthen your connection with prospective clients.

Familiarize yourself with the DOL's new ruling in this guide covering the fiduciary definition changes, how to determine if your transaction is subject to the new ruling, PTEs, and steps to prepare for the ruling to go into effect. Please keep in touch with your FSR for further information and trainings.