By Laurence Williams April 26, 2021 Episode #191: Using Life Insurance as an Executive-Retention Strategy Life Insurance, Money Script Monday In this episode of Money Script Monday, Laurence illustrates how companies can create a win-win scenario with an indexed universal life policy and an Executive Bonus 162 Plan to attract, attain, and retain top executives. Read this post
By Michael Clementi April 19, 2021 Episode #190: How to Create Your Own Pension Using an Annuity Annuities, Money Script Monday In this episode of Money Script Monday, Michael shows you how you can incorporate an annuity into your financial plan as a wealth preservation vehicle to create guaranteed retirement income that will last your lifetime. Read this post
By Tim Devlin April 12, 2021 Episode #189: How to Build a Multi-Layered Defensible Plan for Retirement Investments, Money Script Monday In this episode of Money Script Monday, Tim discusses how to use time-based asset allocation to set up a perimeter of defense around your retirement income strategy and unlock opportunities for the short and long-term growth of your investments. Read this post
By Kevin Nuber April 5, 2021 Episode #188: How an IUL Earned a $1 Million Index Credit Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin dispels the 3 life insurance myths that discourage retirees from exploring the benefits of an IUL policy and reviews an in-force contract to show you the growth potential behind an index interest credit. 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 Luke Geller March 22, 2021 Episode #186: Will Your IUL Actually Perform? A Case Study Into Past and Potential Future IUL Returns Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke reviews how an IUL policy is credited, discusses the importance of Monte Carlo calculations in determining past performance, and breaks down an actual policy’s performance. Read this post
By Sean Brady March 15, 2021 Episode #185: A Complete Guide to Fixed Index Annuity Cap and Spread Renewals Annuities, Money Script Monday In this episode of Money Script Monday, Sean highlights the tax-deferred growth potential behind a fixed index annuity and discusses the 3 main factors insurance companies use to determine a policy’s cap, spread, and renewal rates. Read this post
By Brian Manderscheid March 8, 2021 Episode #184: Will the 7702 Tax Guideline Changes Open the IUL Floodgates? Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Brian explains the impact of the new 7702 guidelines on whole life and IUL policies and what changes to anticipate from IUL carriers in terms of their cash value, minimum death benefit, and MEC limits. Read this post
By Gabe Lindemann March 1, 2021 Episode #183: What Are the Four Key Pillars of College Planning Success? College Planning, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Gabe discusses how to engage the right audiences, deliver your message effectively, and leverage the College Planning Center with clients to maximize the efforts of your college planning services. Read this post
By Adam Reyna February 22, 2021 Episode #182: How to Maximize Your Income Using an Index Annuity Annuities, Money Script Monday In this episode of Money Script Monday, Adam shares how to get the most out of an annuity to create long-term income stability in retirement and goes into detail regarding an annuity’s accumulation versus income account value. Read this post