By Marcus Kiel August 2, 2021 Episode #203: No Pension, No Problem: How an Annuity Can Be Used as Your Pension Annuities, Money Script Monday In this episode of Money Script Monday, Marcus challenges you to re-think what you know about an annuity and introduces a strategy that can add more stability to your finances into retirement. Read this post
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 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 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 Marcus Kiel June 22, 2020 Episode #150: The Magical Corridor: How IULs Can Cost the Least When You Need Them the Most Life Insurance, Money Script Monday In this episode of Money Script Monday, Marcus dispels a common misconception about high Indexed Universal Life policy fees as you approach retirement. Read this post
By Marcus Kiel March 30, 2020 Episode #140: 3 Ways to Fund an IUL Life Insurance, Money Script Monday In this episode of Money Script Monday, Marcus points out 3 areas of your financial portfolio you should consider diversifying to help fund an Indexed Universal Life policy. Read this post
By Marcus Kiel January 13, 2020 Episode #129: IUL Trends: “High Bonus, High Charges” Products Life Insurance, Money Script Monday In this episode of Money Script Monday, Marcus presents 4 economic scenarios and reviews the potential financial impact of purchasing non-traditional IUL products. 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 Marcus Kiel August 12, 2019 Episode #110: How to Effectively Communicate With High-Income Clients Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Marcus presents 3 concepts you should implement in your unique process to help retain your high-income clients. Read this post