By Brian Manderscheid April 17, 2023 Episode #281: The Truth Behind the Cost of an IUL Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian presents a case study to exemplify how an IUL could produce more returns than alternative vehicles, even with the same funding. Read this post
By Brian Manderscheid March 1, 2023 Three Potential Discounts On Strategic Roth IRA Conversions Annuities, Sales & Marketing In Brian's latest article featured in Broker World Magazine, he discusses an opportunity to help your clients with creative strategies to pay less taxes today and in the future. Read this post
By Brian Manderscheid December 20, 2022 Will the 2022 Annuity Opportunity Still Be Available in the New Year? Annuities, Concepts, Sales & Marketing Amidst recording-breaking annuity rates, Brian sheds light on how clients are de-risking their portfolios prior to what most believe will be a rocky, recessionary year in 2023. 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 Brian Manderscheid August 15, 2022 Episode #251: Is the 60/40 Portfolio Dead?... Introducing the New 60/20/20 Annuities, Money Script Monday In this episode of Money Script Monday, Brian illustrates a new portfolio design to further diversify retirement plans and mitigate risks like market volatility and running out of money. Read this post
By Brian Manderscheid April 11, 2022 Episode #235: The 5 Red Flags of Premium Finance Plans Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian unveils 5 deceitful marketing tactics to be aware of when considering purchasing a premium finance plan. Read this post
By Brian Manderscheid January 10, 2022 Episode #223: Biden’s Proposed Plan Eliminates Backdoor Roth IRAs & Limits Conversions Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian analyzes Biden’s Build Back Better proposal and explains what consequences it may have on your retirement savings plans. Read this post
By Brian Manderscheid October 26, 2021 New Products, Flexible Options Life Insurance What if you could take an already beneficial Indexed Universal Life (IUL) policy and lower the barrier for entry while increasing the value it accumulates? As of recently, new IUL products have been released that do exactly that. Read this post
By Brian Manderscheid October 11, 2021 Episode #212: What 10+ Years as an IUL Owner Can Do For You Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian explains his experience as an IUL owner and what benefits the policy has allowed him to take advantage of. Read this post
By Brian Manderscheid June 14, 2021 Episode #197: One of the Best IUL's You Probably Have Never Heard About Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian highlights the “Tesla” of IUL’s: a product with high efficiency, simple design, and superior performance. Read this post