By Ben Nevejans October 7, 2021 Best Practices — Leaving A Lasting Legacy Concepts, Life Insurance Our industry lost a great man last month. To know Bill Zimmerman was to love and respect him. Though it would take him hours to make it through just one aisle of the NAILBA exhibit hall, stopping every couple of yards to engage with an old friend or meet someone new, he could never get enough of learning and giving back. Read this post
By Parker Obert October 4, 2021 Premiere Industry Event Returns...In-Person Annuities, Concepts, Investments, Life Insurance, Sales & Marketing This past Thursday, September 23rd LifePro successfully hosted their first ever hybrid LifePro University with advisors from around the country choosing to either log in virtually or attend in person at the Westin Carlsbad Resort & Spa. Read this post
By Kevin Nuber October 4, 2021 Episode #211: How to Pay Zero Taxes Just Like Jeff Bezos and Elon Musk Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin unveils the basic strategies used by the ultra-rich to legally maximize their streams of income while minimizing the amount of income they pay to the IRS. Read this post
By Adam Reyna September 27, 2021 Episode #210: 5 Key Estate Planning Tools Everyone Should Consider Concepts, Money Script Monday In this episode of Money Script Monday, Adam dives into powerful estate and succession planning tools to consider that will help you prepare for the unexpected in retirement. Read this post
By Kyle Tomko September 20, 2021 Episode #209: Bonds vs. Indexed Annuity: Where to Allocate as Interest Rates Rise Annuities, Money Script Monday In this week’s episode of Money Script Monday, Kyle analyzes the benefits of reducing your bond exposure while providing alternative investments to protect your capital once interest rates begin to rise. Read this post
By Jeff La Pierre September 13, 2021 Episode #208: 3 Products You Actually Won't Lose If You Don't Use Life Insurance, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jeff breaks down all you need to know about accelerated benefit and long-term care riders – how they’re used in a financial plan, who qualifies, and how to access the benefits. Read this post
By Sal Mendoza August 30, 2021 Episode #207: The Best 3-to-1 Leverage in a Premium Finance Plan Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal will explain how a properly structured premium finance plan can lead to a potential 45% increase in retirement income. Read this post
By Michael Clementi August 23, 2021 Episode #206: How to Generate More Retirement Income for Less Risk Annuities, Money Script Monday In this episode of Money Script Monday, Michael explains a risk mitigation strategy that addresses the 4 biggest obstacles you may face in retirement. Read this post
By Laurence Williams August 16, 2021 Episode #205: The 6 Most Popular Ways to Use Life Insurance in a Financial Plan Life Insurance, Money Script Monday In this episode of Money Script Monday, Laurence will explore the many ways to leverage life insurance, the pros and the cons of each, and why this financial vehicle is an essential component to a comprehensive financial plan. Read this post
By Gabe Lindemann August 9, 2021 Episode #204: How to Overcome Your Clients' Biggest Fears About College Planning Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Gabe presents the key traits of an ideal college planning client and shares 3 insider secrets that will help you show clients the power of your services. Read this post