In this episode of Money Script Monday, Brian exposes finfluencer's misinformation around whole life and IUL policies by revealing the often omitted truth around the risks associated with these products.

In this episode of Money Script Monday, Luke simplifies retirement tax planning's complexities by providing a clear guide on managing various accounts for optimized savings.

In Brian's article featured in Broker World Magazine, he explains how using a Premium Deposit Account to fund an Indexed Universal Life policy can secure tax-free premium returns, provide long-term care options, and ensure a lasting death benefit for beneficiaries.

In this episode of Money Script Monday, Sal warns retirees of the potential financial consequences of neglecting to make a plan for their long-term care that prepares them for any eventuality.

In this episode of Money Script Monday, Brain explains how savers can lock in favorable rates while maximizing the benefits of a life insurance policy by strategically using a premium deposit fund to reclaim premiums and produce more returns.

In this episode of Money Script Monday, Luke presents a comprehensive overview of how indexing works, why insurance companies can offer a zero percent floor, and the vital role of diversification in achieving better returns.

In this episode of Money Script Monday, Michael provides a real-life case study to showcase IUL’s ability to outperform projections and offer significant benefits to the policyholder.

In this episode of Money Script Monday, Adam discusses how leveraging IUL can provide a comprehensive, diverse, and stable retirement income plan.

In Luke’s article featured in Broker World Magazine, he reveals effective business strategies using endorsement-based split-dollar plans and Kai-Zen leveraging for entrepreneurs to attract and retain top talent.

In this episode of Money Script Monday, Sal outlines a unique IRA strategy that protects assets, provides significant tax benefits, and prevents a strain on savings due to future healthcare costs.