By Laurence Williams October 2, 2023 Episode #302: Annuity Myths Busted by the Wealthy Annuities, Money Script Monday In this episode of Money Script Monday, Laurence puts the top annuity myths to rest to educate retirees on the impact that this financial vehicle can have on the success of their retirement. Read this post
By Sara Sullivan September 25, 2023 Episode #301: How to Avoid 6 Common Mistakes When Presenting Online Concepts, Money Script Monday In this episode of Money Script Monday, Sara offers valuable advice on how to avoid common and detrimental mistakes when presenting online so financial professionals can maximize their success. Read this post
By Gabe Lindemann September 18, 2023 Episode #300: Increasing Your Success with the College Funding Report College Planning, Money Script Monday In this episode of Money Script Monday, Gabe unveils the college funding report and coaches college planners on how to present it to clients, what it communicates to them, and things to keep in mind with the changing college landscape. Read this post
By Luke Geller September 11, 2023 Episode #299: If Taxes Never Increase Again, Won't My Retirement Be Safe? Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke provides a story reflecting various retirement plans to demonstrate how taxed, tax-deferred, and tax-free account structures can drastically affect an individual’s retirement. Read this post
By Kevin Nuber August 28, 2023 Episode #298: Why Take Risk if You Don't Have to? Concepts, Money Script Monday In this episode of Money Script Monday, Kevin juxtaposes retirement portfolios with differing levels of risk to demonstrate how market conditions impact the outcome of a retiree’s income. Read this post
By Allee Marchini August 21, 2023 Episode #297: How to Create Value for Your Customers Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Allee covers three repeatable steps that business owners should incorporate into their process for building client relationships to grow their business. Read this post
By Michael Clementi August 7, 2023 Episode #295: The Greatest Wealth Transfer Life Insurance, Money Script Monday, Premium Finance In this episode of Money Script Monday, Michael shares a hybrid leveraging strategy that can potentially increase the legacy that retirees are able to pass down to their heirs. Read this post
By Brian Manderscheid July 31, 2023 Episode #294: Should I Buy An Annuity Now or Wait Until a Recession? Annuities, Money Script Monday In this episode of Money Script Monday, Brian demonstrates the impact that interest rate environments can have on the outcome of an annuity purchase to offer more guidance around economic conditions to consider when adding an annuity to your financial plan. Read this post
By Adam Reyna July 24, 2023 Episode #293: Financing Your Retirement with Other People's Money Concepts, Money Script Monday, Premium Finance In this episode of Money Script Monday, Adam demonstrates how financing allows for larger capital purchases and explains how financing can be used to accomplish more income in retirement while using less of your own money. Read this post
By Sal Mendoza July 17, 2023 Episode #292: Outpace the Slowdown of Summer Sales Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal points to the historical reports of advisors’ events during the summer months to demonstrate that opportunities for success are abundant during this time and should be taken advantage of. Read this post