By Adam Reyna September 27, 2021 Episode #210: 5 Key Estate Planning Tools Everyone Should Consider Concepts, Money Script Monday In this episode of Money Script Monday, Adam dives into powerful estate and succession planning tools to consider that will help you prepare for the unexpected in retirement. 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 Jeff La Pierre September 13, 2021 Episode #208: 3 Products You Actually Won't Lose If You Don't Use Life Insurance, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jeff breaks down all you need to know about accelerated benefit and long-term care riders – how they’re used in a financial plan, who qualifies, and how to access the benefits. Read this post
By Sal Mendoza August 30, 2021 Episode #207: The Best 3-to-1 Leverage in a Premium Finance Plan Money Script Monday, Premium Finance In this episode of Money Script Monday, Sal will explain how a properly structured premium finance plan can lead to a potential 45% increase in retirement income. Read this post
By Michael Clementi August 23, 2021 Episode #206: How to Generate More Retirement Income for Less Risk Annuities, Money Script Monday In this episode of Money Script Monday, Michael explains a risk mitigation strategy that addresses the 4 biggest obstacles you may face in retirement. Read this post
By Laurence Williams August 16, 2021 Episode #205: The 6 Most Popular Ways to Use Life Insurance in a Financial Plan Life Insurance, Money Script Monday In this episode of Money Script Monday, Laurence will explore the many ways to leverage life insurance, the pros and the cons of each, and why this financial vehicle is an essential component to a comprehensive financial plan. Read this post
By Gabe Lindemann August 9, 2021 Episode #204: How to Overcome Your Clients' Biggest Fears About College Planning College Planning, Money Script Monday In this episode of Money Script Monday, Gabe presents the key traits of an ideal college planning client and shares 3 insider secrets that will help you show clients the power of your services. Read this post
By Marcus Kiel August 2, 2021 Episode #203: No Pension, No Problem: How an Annuity Can Be Used as Your Pension Annuities, Money Script Monday In this episode of Money Script Monday, Marcus challenges you to re-think what you know about an annuity and introduces a strategy that can add more stability to your finances into retirement. 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 Sean Brady July 19, 2021 Episode #201: Two Ways to Qualify for Double Income Withdrawals Annuities, Money Script Monday In this episode of Money Script Monday, Sean clarifies the conditions required to qualify for an income multiplier benefit and highlights the importance of adding an FIA to your retirement portfolio. Read this post