By Laurence Williams February 27, 2023 Episode #274: How to Create Your Own Private Reserve Wealth Strategy Life Insurance, Money Script Monday In this episode of Money Script Monday, Laurence reveals the most common uses of cash-value life insurance, the way to structure a policy, and how to access your money. Read this post
By Luke Geller February 13, 2023 Episode #273: Using Hybrid Leveraging to Multiply Your Tax-Free Retirement Concepts, Money Script Monday In this episode of Money Script Monday, Luke explains the difference between getting taxed now versus later and the benefits of using hybrid financing to purchase a cash-value life insurance policy. Read this post
By Michael Clementi December 12, 2022 Episode #267: Is an Annuity Right for You? Annuities, Money Script Monday In this episode of Money Script Monday, Michael addresses the most common misconceptions about annuities and breaks down how they can help generate income for life. Read this post
By Brian Manderscheid November 28, 2022 Episode #265: Potential for 3 Discounts on Strategic Roth IRA Conversions Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian reveals 3 discounts that could help you create tax-free income and growth in retirement: tax rate discount, market value discount, and tax base discount. Read this post
By Laurence Williams October 4, 2022 Three Steps To Protect, Save, and Grow Your Retirement Portfolio Concepts In Laurence's latest article featured in Broker World Magazine, he uses an analogy of building a house to describe the three steps individuals can take to best prepare their retirement nest egg for success. Read this post
By Adam Reyna September 19, 2022 Episode #255: IUL: The Swiss Army Knife of Retirement Planning Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam unpacks frequently overlooked tools within cash-value life insurance policies and how they can be utilized during the policyholder’s lifetime. Read this post
By Sal Mendoza August 22, 2022 Episode #252: Is Your Retirement Plan Government Sponsored or Privately Funded? Life Insurance, Money Script Monday In this episode of Money Script Monday, Sal compares two retirement plans, one through the government and one through a life insurance carrier, and explains the benefits and shortfalls between the two. Read this post
By Laurence Williams July 25, 2022 Episode #248: 3 Steps to Protect, Save, and Grow Your Retirement Portfolio Concepts, Money Script Monday In this episode of Money Script Monday, Laurence brings light to the three steps individuals can take to protect, save, and grow their retirement portfolio as if they are building their dream home. 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 Sal Mendoza April 21, 2022 Tip of the Iceberg: America’s Soaring Debt Concepts In Sal's latest article featured in Broker World Magazine, he analyzes the national debt, the steps you can take to help reduce its growth, and how to protect yourself from potential negative repercussions. Read this post