By Kevin Nuber October 4, 2021 Episode #211: How to Pay Zero Taxes Just Like Jeff Bezos and Elon Musk Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin unveils the basic strategies used by the ultra-rich to legally maximize their streams of income while minimizing the amount of income they pay to the IRS. Read this post
By Jeff La Pierre September 13, 2021 Episode #208: 3 Products You Actually Won't Lose If You Don't Use Life Insurance, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jeff breaks down all you need to know about accelerated benefit and long-term care riders – how they’re used in a financial plan, who qualifies, and how to access the benefits. Read this post
By Laurence Williams August 16, 2021 Episode #205: The 6 Most Popular Ways to Use Life Insurance in a Financial Plan Life Insurance, Money Script Monday In this episode of Money Script Monday, Laurence will explore the many ways to leverage life insurance, the pros and the cons of each, and why this financial vehicle is an essential component to a comprehensive financial plan. Read this post
By Jaime Ramirez June 24, 2021 What You Can Expect from Washington's Proposed Tax Increase Concepts, Life Insurance As Americans scramble to unpack Biden's proposed tax initiative, we'll look at who will be most impacted and explain how to protect your retirement income strategy from these changes. Read this post
By Adam Reyna June 21, 2021 Episode #198: The Most Important Benefit When Accessing Cash in an IUL Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam unwraps a benefit that allows the cash value of an IUL policy loan to continue growing accumulation value, uninterrupted. Read this post
By Brian Manderscheid June 14, 2021 Episode #197: One of the Best IUL's You Probably Have Never Heard About Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian highlights the “Tesla” of IUL’s: a product with high efficiency, simple design, and superior performance. Read this post
By Jeff La Pierre June 7, 2021 Episode #196: Two Ways to Maximize a Single Premium with Life Insurance Life Insurance, Money Script Monday In this episode of Money Script Monday, Jeff discusses two possible paths to fund a single premium depending on the needs of your client. Read this post
By Brian Manderscheid May 17, 2021 New Guidelines, New Possibilities Annuities, Concepts, Life Insurance, Sales & Marketing In the wake of emerging competitive policies, Brian Mandershied sheds light on how clients can secure protected income for life, while also leaving the principal amount behind. Read this post
By Laurence Williams April 26, 2021 Episode #191: Using Life Insurance as an Executive-Retention Strategy Life Insurance, Money Script Monday In this episode of Money Script Monday, Laurence illustrates how companies can create a win-win scenario with an indexed universal life policy and an Executive Bonus 162 Plan to attract, attain, and retain top executives. Read this post
By Kevin Nuber April 5, 2021 Episode #188: How an IUL Earned a $1 Million Index Credit Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin dispels the 3 life insurance myths that discourage retirees from exploring the benefits of an IUL policy and reviews an in-force contract to show you the growth potential behind an index interest credit. Read this post