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
By Luke Geller March 14, 2022 Episode #231: How Should You Fund an IUL, With Your Money or Theirs? Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke analyzes what retirees should look for when purchasing an IUL and the factors that should be considered. Read this post
By Luke Geller October 18, 2021 Episode #213: Are You Protecting Yourself Against the Ultimate Stealth Tax? Annuities, Money Script Monday In this episode of Money Script Monday, Luke unveils what the stealth tax is and why you should be concerned about how it may factor into your retirement planning strategy. Read this post
By Luke Geller July 26, 2021 Episode #202: What If You Could Boost Your Retirement Assets with Less Risk? Annuities, Money Script Monday In this week’s episode of Money Script Monday, Luke reviews two case studies that demonstrate how an annuity can be used to minimize market risk, keep upside potential, and give you flexibility in retirement. Read this post