By Marcus Kiel March 29, 2021 Episode #187: Can You Use an IUL to Bridge the Retirement Income Gap? Life Insurance, Money Script Monday In this episode of Money Script Monday, Marcus breaks down the 6 main risks in retirement, including the biggest expenses most retirees face, and offers a retirement income strategy that can address these concerns. Read this post
By Luke Geller March 22, 2021 Episode #186: Will Your IUL Actually Perform? A Case Study Into Past and Potential Future IUL Returns Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke reviews how an IUL policy is credited, discusses the importance of Monte Carlo calculations in determining past performance, and breaks down an actual policy’s performance. Read this post
By Laurence Williams February 1, 2021 Episode #179: The Important Role of Life Insurance in Estate Planning Life Insurance, Money Script Monday In this episode of Money Script Monday, Laurence reveals how life insurance can help provide funds to pay estate taxes and be an effective way to transfer wealth to your beneficiaries. Read this post
By Marcus Kiel January 11, 2021 Episode #176: How to Eliminate Market Recovery Using an IUL Life Insurance, Money Script Monday In this episode of Money Script Monday, Marcus unpacks the cost of recovering a portfolio’s losses and explains how to incorporate an indexed universal life policy into your retirement strategy to reduce these risks. Read this post
By Sean Brady December 14, 2020 Episode #174: How to Balance Your Portfolio's Risk and Return Potential Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean shares the importance of asset diversification in a well-balanced portfolio and explains the accumulation potential behind a life insurance policy. Read this post
By Adam Reyna November 16, 2020 Episode #170: How to Compare IUL to Alternatives Using a Wealth Report Life Insurance, Money Script Monday In this week’s episode of Money Script Monday, Adam reviews a powerful tool designed to assess your current retirement strategy and explore a tax-saving solution. Read this post
By Kyle Tomko November 9, 2020 Episode #169: How to Use Life Insurance to Retain Key Employees Life Insurance, Money Script Monday In this episode of Money Script Monday, Kyle discusses a bonus plan used by business owners to recruit, reward, retain, and retire essential company employees. Read this post
By Laurence Williams October 26, 2020 Episode #167: The Costs that Come with Waiting for a Life Insurance Policy Life Insurance, Money Script Monday In this week’s episode of Money Script Monday, Laurence highlights why purchasing a life insurance policy now can make the difference in confidently securing your retirement goals. Read this post
By Marcus Kiel October 12, 2020 Episode #165: Whole Life vs IUL: Which One is Better? Life Insurance, Money Script Monday In this episode of Money Script Monday, Marcus goes over key differences to consider when exploring life insurance options that align with your retirement goals. Read this post
By Allee Marchini September 23, 2020 Selling IUL In A Pandemic World Concepts, Life Insurance, Sales & Marketing In his latest article published in Broker World Magazine, Ben Nevejans offers 4 critical steps to build a thriving virtual practice in such uncertain times. Read this post