By Brian Manderscheid December 3, 2018 Episode #77: The Rich Person's Roth for Tax-Free Retirement Income Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian explains the benefits and considerations of using an Indexed Universal Life policy to generate tax-free retirement income. Read this post
By Dan Tatulli September 3, 2018 Episode #65: The 5-Part Email Campaign That Generated $43,684 Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan shows you how to use the LifePro IUL Sales Academy System to convert your warm audience into revenue producing clients. Read this post
By Adam Reyna June 11, 2018 Episode #53: Using Life Insurance to Ensure the Long-Term Viability of Your Business Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam goes over how to protect the longevity of your family and your business through the Emerging, Expansion, Flourishing, and Succession phases. Read this post
By Dan Tatulli May 21, 2018 Episode #50: 5 Biggest Takeaways From 50 Episodes of Money Script Monday Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan recaps the first year of Money Script Monday and provides an opportunity for you to be a part of future episodes. Read this post
By Kevin Nuber April 30, 2018 Episode #47: Why Are IUL Charges So High in the Early Years? Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin addresses the upfront costs incurred in the early years of an indexed universal life contract and determines if the benefits outweigh the costs. Read this post
By Sean Brady April 2, 2018 Episode #43: How to Properly Fund an IUL Policy Per the IRS Guidelines Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean shows you how to properly fund an IUL policy in accordance with the federal laws: TEFRA, DEFRA, and TAMRA Read this post
By Sean Brady February 19, 2018 Episode #37: Five Ways to Access Your Cash Value in an IUL Policy Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean goes over the five ways to access your policy's cash value when you want, for what you want. Read this post
By Kevin Nuber January 22, 2018 Episode #33: Managing Money Between Taxable, Tax-Deferred, and Tax-Free Accounts Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin consolidates the places to save for retirement into three simple buckets and shows you the types of accounts within each one. Read this post
By Brian Manderscheid January 8, 2018 Episode #31: What Type of Return Can I Expect from My IUL Policy? Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian goes over three different methodologies you can use to predict the type of return you can expect from your IUL policy. Read this post
By Kevin Nuber December 11, 2017 Episode #29: 10 Reasons Not to Buy an Indexed Universal Life Policy [2018 Update] Life Insurance, Money Script Monday Kevin addresses "The Top 10 Reasons NOT to BUY Equity Indexed Universal Life" article and provides insight into the areas you should focus on when selecting a preferred financial vehicle. Read this post