By Kyle Tomko September 12, 2022 Episode #254: Is the Bucket Withdrawal Strategy Right for You? Annuities, Money Script Monday In this episode of Money Script Monday, Kyle dives into what the bucket withdrawal retirement strategy is and how it may help protect your retirement plan from market turmoil. Read this post
By Kyle Tomko June 27, 2022 Episode #245: Two "Different" Ways Premium Finance Can Amplify Your Wealth Life Insurance, Money Script Monday In this episode of Money Script Monday, Kyle breaks down two different scenarios where premium finance can be utilized to maximize retirement income or preserve wealth and legacy. Read this post
By Kyle Tomko February 17, 2022 Has The 40-Year Bond Bull Run Come To An End? Annuities In Kyle's latest article featured in Broker World Magazine, he breaks down the current trends in the bond market and what advisors should keep in mind when creating illustrations for their clients. Read this post
By Kyle Tomko February 11, 2022 Episode #227: Why High-Income Earners Now Prefer the Front Door Roth Strategy Life Insurance, Money Script Monday In this episode of Money Script Monday, Kyle unveils how life insurance can be used as an alternative to the backdoor Roth IRA and accomplish the same financial goals. Read this post
By Kyle Tomko December 6, 2021 Episode #219: 4 Ways Business Owners Can Leverage Life Insurance Life Insurance, Money Script Monday In this episode of Money Script Monday, Kyle breaks down how to use life insurance to protect your business and ensure it will thrive into the future. 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 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
By Kyle Tomko February 8, 2021 Episode #180: How to Generate Guaranteed Tax-Free Income Annuities, Money Script Monday In this episode of Money Script Monday, Kyle explains the power behind the split annuity and Roth conversion strategy and how you can incorporate it into your retirement plan to significantly reduce future taxes. Read this post
By Kyle Tomko November 9, 2020 Episode #169: How to Use Life Insurance to Retain Key Employees Life Insurance, Money Script Monday In this episode of Money Script Monday, Kyle discusses a bonus plan used by business owners to recruit, reward, retain, and retire essential company employees. Read this post
By Kyle Tomko July 27, 2020 Episode #155: Sneak Preview of the Client-Friendly Videos for LIVE Webinars Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Kyle provides an exclusive preview of LifePro’s live webinar platform and a key element to maintaining client conversions. Read this post