By Jaime Ramirez August 12, 2024 Episode #342 - Enhance Workshop Conversions with These Presentations Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jaime walks through the logistics of LifePro’s versatile signature sales presentations which have years of proven results from advisors who have implemented this program into their sales process. Read this post
By Lucas Miller August 8, 2024 How Retirees Are Multiplying Their Spending Power Annuities In this blog, Lucas shares research findings on how retirees utilize annuitized income to enhance their spending power and enjoy a more fulfilling, stress-free retirement. Read this post
By Sean Brady August 5, 2024 Episode #341: Price and Excess Return Volatility-Controlled Indices Concepts, Money Script Monday In this episode of Money Script Monday, Sean details the differences between Price Return and Excess Return Indices to aid in navigating FIA allocation options and their implications. Read this post
By Laurence Williams July 29, 2024 Episode #340: You Earned It, Protect It! Annuities, Money Script Monday In this episode of Money Script Monday, Laurence brings attention to the increased severity of market volatility for retirees and emphasizes the importance of protected income sources for a stable retirement. Read this post
By Brian Manderscheid July 22, 2024 Episode #339: How to Fund an IUL and Get Your Premium Back Life Insurance, Money Script Monday In this episode of Money Script Monday, Brain explains how savers can lock in favorable rates while maximizing the benefits of a life insurance policy by strategically using a premium deposit fund to reclaim premiums and produce more returns. Read this post
By Michael Clementi July 15, 2024 Asset-Based Long Term Care Protection In Michael’s article featured in Broker World Magazine, he highlights the key considerations for addressing the often overlooked challenge of long-term care faced by retirees. Read this post
By Gabe Lindemann July 15, 2024 Episode #338: Optimize Your College Planning Season Returns In this episode of Money Script Monday, Gabriel outlines strategies to optimize your college planning season, ensuring your team can handle increased appointments and convert leads into live cases. Read this post
By Sara Sullivan July 8, 2024 Episode #337: Financial Challenges of Gen X in Retirement Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sara emphasizes the importance of addressing Gen X’s top concerns and providing professional support to demonstrate the need for financial advisors in this demographic. Read this post
By Luke Geller July 1, 2024 Episode #336: The Ultimate Guide to IUL Index Options Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke presents a comprehensive overview of how indexing works, why insurance companies can offer a zero percent floor, and the vital role of diversification in achieving better returns. Read this post
By Michael Clementi June 24, 2024 Episode #335: 17-Year-Old IUL Policy Performance Review Life Insurance, Money Script Monday In this episode of Money Script Monday, Michael provides a real-life case study to showcase IUL’s ability to outperform projections and offer significant benefits to the policyholder. Read this post