By Luke Geller March 14, 2022 Episode #231: How Should You Fund an IUL, With Your Money or Theirs? Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke analyzes what retirees should look for when purchasing an IUL and the factors that should be considered. Read this post
By Luke Geller October 18, 2021 Episode #213: Are You Protecting Yourself Against the Ultimate Stealth Tax? Annuities, Money Script Monday In this episode of Money Script Monday, Luke unveils what the stealth tax is and why you should be concerned about how it may factor into your retirement planning strategy. 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 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 Luke Geller December 7, 2020 Episode #173: Sequence of Return Risk: Is Your Retirement Safe? Concepts, Money Script Monday In this episode of Money Script Monday, Luke illustrates how to mitigate return risk with 3 simple steps intended to protect your retirement strategy and the longevity of your investment portfolio. Read this post
By Luke Geller September 14, 2020 Episode #161: Triple Your Retirement Contributions Without Having to Fund More Money Concepts, Life Insurance, Money Script Monday In this episode of Monday Script Monday, Luke reviews how indexed universal life can protect your retirement savings from market volatility and stimulate tax-free growth and distribution. Read this post
By Luke Geller June 15, 2020 Episode #149: How to Properly Position a Leveraged Estate Preservation Plan for Your Clients Money Script Monday, Premium Finance In this episode of Money Script Monday, Luke reviews the estate tax liability high net worth individuals experience and unveils a NEW report that can help you earn and win premium finance business. Read this post
By Luke Geller March 2, 2020 Episode #136: The Secret to Using Leverage to Jump-Start Your Retirement Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke presents how financing an Indexed Universal Life policy can help elevate your current retirement strategy. Read this post
By Luke Geller November 4, 2019 Episode #121: Premium Finance Made Simple Money Script Monday, Premium Finance In this episode of Money Script Monday, Luke explains how to use Premium Financing as an essential tool in your overall estate planning strategy. Read this post
By Luke Geller September 9, 2019 Episode #113: The Ultimate Guide to Hybrid Long Term Care Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke explains why adding a long term care rider to your life insurance policy can protect your family from the burden of medical expenses. Read this post