By Sara Sullivan December 18, 2023 Episode #313: 6 Productivity Challenges and How to Avoid Them Concepts, Money Script Monday In this episode of Money Script Monday, Sara motivates financial professionals to increase their success by identifying pitfalls and solutions to their productivity challenges. Read this post
By Luke Geller December 11, 2023 Episode #312: Turning Compounding Interest into a Tax-Free Gold Mine Life Insurance In this episode of Money Script Monday, Luke details how compounding interest and specific tax codes built into IUL contribute to this financial vehicle’s ability to provide tax-free supplemental income in retirement. Read this post
By Brittany Maples December 5, 2023 From Boomers To Zoomers: The Seasoned Silver-Haired Advisor’s Guide To The Zillennial Gold Mine Sales & Marketing In Brittany's article featured in Broker World Magazine, she reveals the secrets to working with younger generations and how to reach the recipients of the Greatest Wealth Transfer to expand your business. Read this post
By Michael Clementi December 4, 2023 Episode #311: Create Guaranteed Lifetime Income Today Life Insurance, Money Script Monday In this episode of Money Script Monday, Michael illustrates the value of having guaranteed lifetime income as an essential component of a healthy retirement plan. Read this post
By Brian Manderscheid November 29, 2023 Use This to Combat the White House’s Criticism of FIAs Annuities In Brian Manderscheid's latest blog, he covers the recent media storm surrounding President Biden's scrutiny of FIAs and the implications of the new DOL proposal. Read this post
By Allee Marchini November 27, 2023 Episode #310: How to Inspire Your Clients to Take Action Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Allee offers tools and tips for increasing conversions by speaking to individual client needs and reinforcing their confidence in your authority. Read this post
By Brian Manderscheid November 20, 2023 Episode #309: How to Get GUARANTEED Income From an IUL Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian provides a transparent explanation of IUL while demonstrating how it can create guaranteed income through different case studies. Read this post
By Kyle Tomko November 13, 2023 Episode #308: An Easy Explanation of Fixed Indexed Annuities Annuities, Money Script Monday In this episode of Money Script Monday, Kyle demonstrates that fixed indexed annuities don’t have to be complex by breaking down FIA basics and detailing the processes involved in the accumulation and distribution phases. Read this post
By Adam Reyna November 6, 2023 Episode #307: IUL Crediting Explained Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam sheds light on how the cash value component of an IUL policy accumulates across various index crediting methods. Read this post
By Greg Horak November 1, 2023 Reinsurance Isn't As Scary As You Think Life Insurance In Greg's article featured in Broker World Magazine, he details the steps involved in the reinsurance process that furthers advisors' familiarity and understanding of it so they can best serve their high-net-worth clients. Read this post