By Sean Brady November 15, 2021 Episode #217: What You Need to Know About These 2 Social Security Reductions Annuities, Money Script Monday In this episode of Money Script Monday, Sean analyzes two crucial Social Security regulations that could reduce the amount of spousal, widow/widower, or personal benefits paid to you in retirement. Read this post
By Michael Clementi November 8, 2021 Episode #216: The Three Legged-Stool: Achieving Financial Peace of Mind Annuities, Money Script Monday In this episode of Money Script Monday, Michael dives into a three-sided approach to reaching financial well-being in retirement. Read this post
By Laurence Williams November 1, 2021 Episode #215: 3 Key Ingredients to Hosting a Striking Webinar Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Laurence breaks down 3 powerful ingredients that will give your webinars structure, make your content stick, and motivate your audience to take action. 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 Tim Devlin October 25, 2021 Episode #214: How to Invest for Rising Interest Rates Investments, Money Script Monday In this episode of Money Script Monday, Tim unpacks 3 strategies you can utilize to hedge your wealth against a rising interest rate environment. 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 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 Ben Nevejans October 7, 2021 Best Practices — Leaving A Lasting Legacy Concepts, Life Insurance Our industry lost a great man last month. To know Bill Zimmerman was to love and respect him. Though it would take him hours to make it through just one aisle of the NAILBA exhibit hall, stopping every couple of yards to engage with an old friend or meet someone new, he could never get enough of learning and giving back. Read this post
By Parker Obert October 4, 2021 Premiere Industry Event Returns...In-Person Annuities, Concepts, Investments, Life Insurance, Sales & Marketing This past Thursday, September 23rd LifePro successfully hosted their first ever hybrid LifePro University with advisors from around the country choosing to either log in virtually or attend in person at the Westin Carlsbad Resort & Spa. Read this post
By Kevin Nuber October 4, 2021 Episode #211: How to Pay Zero Taxes Just Like Jeff Bezos and Elon Musk Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin unveils the basic strategies used by the ultra-rich to legally maximize their streams of income while minimizing the amount of income they pay to the IRS. Read this post