By Sal Mendoza August 22, 2022 Episode #252: Is Your Retirement Plan Government Sponsored or Privately Funded? Life Insurance, Money Script Monday In this episode of Money Script Monday, Sal compares two retirement plans, one through the government and one through a life insurance carrier, and explains the benefits and shortfalls between the two. Read this post
By Luke Geller August 1, 2022 Episode #249: How to Speed Up the Premium Finance Process Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke unpacks the 4-step timeline of purchasing a premium finance case and the strategies you can use to speed up this process. Read this post
By Kyle Tomko June 27, 2022 Episode #245: Two "Different" Ways Premium Finance Can Amplify Your Wealth Life Insurance, Money Script Monday In this episode of Money Script Monday, Kyle breaks down two different scenarios where premium finance can be utilized to maximize retirement income or preserve wealth and legacy. Read this post
By Adam Reyna June 22, 2022 Insurance Planning—How To Accomplish More With Less Life Insurance In Adam's latest article featured in Broker World Magazine, he explains the basic concept behind premium finance and how advisors can utilize its benefits to help reach their clients' retirement goals. Read this post
By Kevin Nuber May 23, 2022 Episode #241: How the Wealthy Use Leverage to Pay for Estate Taxes Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin analyzes 5 estate tax scenarios and how it could be more beneficial to use other people’s money to reduce out-of-pocket costs. Read this post
By Adam Reyna May 2, 2022 Episode #238: Premium Finance 101: Risk vs. Reward Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam breaks down the basics of premium finance and how the risk affects the reward of the policy. Read this post
By Brian Manderscheid April 11, 2022 Episode #235: The 5 Red Flags of Premium Finance Plans Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian unveils 5 deceitful marketing tactics to be aware of when considering purchasing a premium finance plan. Read this post
By Luke Geller March 14, 2022 Episode #231: How Should You Fund an IUL, With Your Money or Theirs? Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke analyzes what retirees should look for when purchasing an IUL and the factors that should be considered. Read this post
By Kyle Tomko February 11, 2022 Episode #227: Why High-Income Earners Now Prefer the Front Door Roth Strategy Life Insurance, Money Script Monday In this episode of Money Script Monday, Kyle unveils how life insurance can be used as an alternative to the backdoor Roth IRA and accomplish the same financial goals. Read this post
By Laurence Williams January 31, 2022 Episode #225: Act Now to Avoid High Life Insurance Rates Life Insurance, Money Script Monday In this episode of Money Script Monday, Laurence explores the most commonly asked life insurance questions that arise in a post-COVID world. Read this post