By Sean Brady July 10, 2023 Episode #291: Shorter Withdrawal Charge Schedule Annuities Benefits and Risks Annuities, Money Script Monday In this episode of Money Script Monday, Sean weighs the benefits and risks of annuities with a shorter withdrawal charge schedule and explores the alternative of long-term annuities that could provide more consistent returns over an extended period. Read this post
By Jaime Ramirez July 3, 2023 Episode #290: 5 Ways to Get Qualified Leads to Chase You Instead Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jaime reviews antiquated marketing methods to contrast them with the advanced strategies for prospecting that LifePro developed to maximize effectiveness in the digital age. Read this post
By Sara Sullivan June 26, 2023 Episode #289: Utilizing LIMRA to Better Your Business Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sara presents her findings on all that LIMRA offers and provides examples of the advantageous information that can benefit a financial professional’s business. Read this post
By Luke Geller June 12, 2023 Episode #288: The Safe Retirement Checklist to Protect Your Future Concepts, Money Script Monday In this episode of Money Script Monday, Luke forecasts the biggest retirement risks to illuminate their dangers and offers potentially safer strategies for retirement security. Read this post
By Gabe Lindemann June 5, 2023 Episode #287: Underwriting Preparation for a College Planning Case College Planning, Money Script Monday In this episode of Money Script Monday, Gabe breaks down the underwriting process and emphasizes the importance of keeping your college planner up to date with any changes. Read this post
By Laurence Williams May 22, 2023 Episode #286: Is Your Permanent Life Policy on Track? Life Insurance, Money Script Monday In this episode of Money Script Monday, Laurence provides four criteria to consider when evaluating the competence of your current life policy. Read this post
By Kyle Tomko May 8, 2023 Episode #284: Is it Time to Upgrade Your Variable Annuity Policy? Annuities, Money Script Monday In this episode of Money Script Monday, Kyle calls attention to a tremendous opportunity for variable annuity policy owners who are looking to maximize long-term income. Read this post
By Adam Reyna May 1, 2023 Episode #283: How to Keep More Money with Live Events Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Adam provides a new framework for hosting live events that prioritizes the financial advisor so they can keep more of what they make. Read this post
By Michael Clementi April 24, 2023 Episode #282: Accumulation vs Guaranteed Lifetime Income Annuities, Money Script Monday In this episode of Money Script Monday, Michael explores the growth rates, liquidity levels, and accumulation values of two common financial strategies for retirement and provides an example case to illustrate their respective outcomes. Read this post
By Brian Manderscheid April 17, 2023 Episode #281: The Truth Behind the Cost of an IUL Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian presents a case study to exemplify how an IUL could produce more returns than alternative vehicles, even with the same funding. Read this post