By Kyle Tomko December 2, 2019 Episode #125: A Detailed Breakdown on How Your Annuities are Taxed Annuities, Money Script Monday In this episode of Money Script Monday, Kyle explains the idea of tax deferral, which allows you to postpone income taxation until retirement. Read this post
By Sal Mendoza November 18, 2019 Episode #123: If (and Whether) You Should Buy Annuities in this Low-Interest Rate Environment Annuities, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal highlights an opportunity to help your clients build a source of guaranteed lifetime income and leave a legacy for their loved ones. Read this post
By LifePro Financial Services, Inc. November 15, 2019 NAILBA Awards LifePro CEO One of the Industry's Top Innovators and Trailblazers Annuities, Concepts, Life Insurance, Sales & Marketing With over 60 nominations, LifePro is proud to announce Chief Executive Officer, Heather Ulz, is a recipient of the 2019 NAILBA ID Twenty Award. Read this post
By Don Blanton October 22, 2019 The Personal Economic Model: A Family's Entire Financial Model in One Picture Annuities, Concepts, Life Insurance, Sales & Marketing You’ve heard the saying that a picture is worth a thousand words, and it’s certainly true. Our Personal Economic Model® is a picture that represents a family’s entire financial model. Read this post
By Marcus Kiel October 14, 2019 Episode #118: IUL Crediting Strategy: Guarantees, Credits and How it All Works Annuities, Life Insurance, Money Script Monday In this episode of Money Script Monday, Marcus explains one crediting strategy that allows you to participate in stock market gains and protects you from losses. Read this post
By Allee Marchini September 24, 2019 Top Financial Professionals Exchange Ideas at the 2019 LifePro University Annuities, Concepts, Life Insurance, Sales & Marketing On September 12, 2019 we hosted our annual LifePro University to a jam-packed house of nearly 200 attendees – consisting of financial advisors, insurance carrier representatives, and some of the top industry experts all under one roof. Read this post
By Kevin Nuber September 16, 2019 Episode #114: The One MAJOR Difference Between a Bank and an Insurance Company Annuities, Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin reviews the importance of working with a highly rated insurance company to protect your guaranteed death benefit and lifetime income. Read this post
By Sean Brady August 26, 2019 Episode #112: How to Prepare for Inflation and Rising Health Care Costs Annuities, Concepts, Money Script Monday In this episode of Money Script Monday, Sean presents 7 steps to reduce the impact of rising inflation and health care costs on your retirement savings. Read this post
By Sal Mendoza July 29, 2019 Episode #108: 8 Reasons Why Annuities Are a Bad Idea Annuities, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal provides solutions to overcoming the most common misconceptions about fixed annuities. Read this post
By Sean Brady June 24, 2019 Episode #103: The Truth About FIAs: Myths vs. Realities Annuities, Money Script Monday In this episode of Money Script Monday, Sean provides clarity on the 5 most common myths surrounding Fixed Indexed Annuities. Read this post