By Michael Clementi March 25, 2024 Episode #323: Why Should I Buy an Annuity? Annuities, Money Script Monday In this episode of Money Script Monday, Michael explains why annuities may be the missing piece to your retirement planning puzzle by rationally weighing the costs and benefits of this lucrative financial strategy. Read this post
By Kyle Tomko March 18, 2024 Episode #322: Order of Tax-Free Strategies Based on Income Concepts, Money Script Monday In this episode of Money Script Monday, Kyle offers five vital strategies, from basic to advanced, to reduce your tax liability and enjoy more financial stability and freedom in retirement. Read this post
By Adam Reyna March 11, 2024 Episode #321: The Popularity of IUL Financing Explained Money Script Monday, Premium Finance In this episode of Money Script Monday, Adam demonstrates how the unique advantages of IUL can guide you toward a more secure financial future without compromising your current lifestyle. Read this post
By Sal Mendoza March 4, 2024 Episode #320: Partnership Designed for Growth-Minded Advisors Concepts, Money Script Monday In this episode of Money Script Monday, Sal provides step-by-step instructions for building a thriving advisory business through a strategic and innovative partnership with LifePro. Read this post
By Sean Brady February 26, 2024 Episode #319: Why Your Estate Plan Needs to be Flexible Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean emphasizes the importance of building a flexible estate plan that factors for changes in tax laws, family dynamics, and needs so you can provide a lasting legacy to loved ones. Read this post
By Kevin Nuber February 12, 2024 Episode #318: IUL Has Strong Minimum Guarantees Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin demonstrates how a properly structured IUL policy has guarantees that make it a strong option even in the worst-case scenario. Read this post
By Jaime Ramirez February 5, 2024 Episode #317: Using AI to Write Sales Emails in Under 3 Minutes Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jaime provides tips for using AI to save advisors time and money by increasing the efficiency and efficacy of communicating with clients. Read this post
By Laurence Williams January 29, 2024 Episode #316: 3 P's of Estate Planning Life Insurance, Money Script Monday In this episode of Money Script Monday, Laurence advocates for estate planning by presenting information that can help anyone secure their legacy, protect their loved ones, and provide the most to their beneficiaries. Read this post
By Brian Manderscheid January 22, 2024 Episode #315: Test Drive an Annuity Calculator Annuities, Money Script Monday In this episode of Money Script Monday, Brian demonstrates how to calculate the potential income from an annuity while comparing it to other financial alternatives using the Test Drive an Annuity Calculator tool. Read this post
By Gabe Lindemann January 8, 2024 Episode #314: Map Your Marketing for College Planning College Planning, Money Script Monday In this episode of Money Script Monday, Gabe draws from thousands of successful college planning campaigns to guide college planners looking to maximize the impact of their marketing efforts in the first six months of the year. Read this post