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 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
By Sean Brady July 19, 2021 Episode #201: Two Ways to Qualify for Double Income Withdrawals Annuities, Money Script Monday In this episode of Money Script Monday, Sean clarifies the conditions required to qualify for an income multiplier benefit and highlights the importance of adding an FIA to your retirement portfolio. Read this post
By Kevin Nuber July 12, 2021 Episode #200: How to Make Money with Money Script Monday Videos Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Kevin gives an ode to the series that has helped make client education easy and the step-by-step process of sharing your personally branded episodes. Read this post
By Tim Devlin June 28, 2021 Episode #199: What Are The Risks Of Not Using A Financial Advisor Investments, Money Script Monday In this episode of Money Script Monday, Tim reveals the benefits of having an expert on your team with the right tools, experience, and resources to help navigate financial waters. Read this post
By Jaime Ramirez June 24, 2021 What You Can Expect from Washington's Proposed Tax Increase Concepts, Life Insurance As Americans scramble to unpack Biden's proposed tax initiative, we'll look at who will be most impacted and explain how to protect your retirement income strategy from these changes. Read this post
By Adam Reyna June 21, 2021 Episode #198: The Most Important Benefit When Accessing Cash in an IUL Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam unwraps a benefit that allows the cash value of an IUL policy loan to continue growing accumulation value, uninterrupted. Read this post
By Brian Manderscheid June 14, 2021 Episode #197: One of the Best IUL's You Probably Have Never Heard About Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian highlights the “Tesla” of IUL’s: a product with high efficiency, simple design, and superior performance. Read this post
By Jeff La Pierre June 7, 2021 Episode #196: Two Ways to Maximize a Single Premium with Life Insurance Life Insurance, Money Script Monday In this episode of Money Script Monday, Jeff discusses two possible paths to fund a single premium depending on the needs of your client. Read this post
By Kyle Tomko May 24, 2021 Episode #195: Does Your Retirement Income Check These Boxes? Annuities, Money Script Monday In this episode of Money Script Monday, Kyle breaks down the three core traits of a successful retirement income plan and introduces a unique tool to meet these needs. Read this post