By Luke Geller September 30, 2024 Episode #348: How to Navigate the Most Important Variable in Retirement Life Insurance, Money Script Monday 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. Read this post
By Luke Geller July 1, 2024 Episode #336: The Ultimate Guide to IUL Index Options Life Insurance, Money Script Monday 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. Read this post
By Luke Geller June 6, 2024 The Modern Entrepreneur’s Playbook To Key Employee Retention Concepts, Life Insurance 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. Read this post
By Luke Geller April 1, 2024 Episode #324: A Unique Strategy to Recruit and Retain Key Employees Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke outlines the innovative benefits of a split-dollar arrangement for business owners aiming to revolutionize their company’s employee retention and amplify their business’s value, stability, and success. Read this post
By Luke Geller December 11, 2023 Episode #312: Turning Compounding Interest into a Tax-Free Gold Mine Life Insurance In this episode of Money Script Monday, Luke details how compounding interest and specific tax codes built into IUL contribute to this financial vehicle’s ability to provide tax-free supplemental income in retirement. Read this post
By Luke Geller September 11, 2023 Episode #299: If Taxes Never Increase Again, Won't My Retirement Be Safe? Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke provides a story reflecting various retirement plans to demonstrate how taxed, tax-deferred, and tax-free account structures can drastically affect an individual’s retirement. 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 Luke Geller February 13, 2023 Episode #273: Using Hybrid Leveraging to Multiply Your Tax-Free Retirement Concepts, Money Script Monday In this episode of Money Script Monday, Luke explains the difference between getting taxed now versus later and the benefits of using hybrid financing to purchase a cash-value life insurance policy. Read this post
By Luke Geller October 24, 2022 Episode #260: The Hidden Opportunity Amidst the Market Unknowns Annuities, Money Script Monday In this episode of Money Script Monday, Luke unveils the lesser-known strategies that are available to help retirees protect their retirement goals from economic uncertainty. Read this post
By Luke Geller August 1, 2022 Episode #249: How to Speed Up the Premium Finance Process Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke unpacks the 4-step timeline of purchasing a premium finance case and the strategies you can use to speed up this process. Read this post