By Brian Manderscheid March 12, 2018 Episode #40: Using an Annuity to Overcome the Four Retirement Income Risks (Part 2 of 2) Annuities, Money Script Monday In this episode of Money Script Monday, Brian concludes the 2-part series about Your Retirement Income Report and explains how a fixed index annuity (FIA) may help reduce, or completely eliminate... Read this post
By LifePro Financial Services, Inc. March 5, 2018 Episode #39: Using an Annuity to Overcome the Four Retirement Income Risks (Part 1 of 2) Annuities, Money Script Monday In this episode of Money Script Monday, Jordan goes over a sample 'Your Retirement Income Report' that compares the account values of a S&P 500 portfolio against a fixed index annuity (FIA) and shows you... Read this post
By Kevin Nuber February 26, 2018 Episode #38: Four Retirement Income Risks Annuities, Money Script Monday In this episode of Money Script Monday, Kevin explains the correlation between guaranteed income and retirement satisfaction and outlines the four risks to prepare for while in retirement. Read this post
By Sean Brady February 19, 2018 Episode #37: Five Ways to Access Your Cash Value in an IUL Policy Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean goes over the five ways to access your policy's cash value when you want, for what you want. Read this post
By LifePro Financial Services, Inc. February 12, 2018 Episode #36: Estate Planning: Breaking Down the Importance of a Trust Concepts, Money Script Monday In this episode of Money Script Monday, Joe reviews the aspects of a trust and underscores the purpose of why every individual should have an estate plan in place. Read this post
By Sal Mendoza February 5, 2018 Episode #35: Seven Steps to Retirement Security Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal guides you through the seven steps to retirement security and provides a preview of Tom Hegna's keynote presentation at the 2018 LifePro Summit. Read this post
By Gabe Lindemann January 29, 2018 Episode #34: EFC Option #1 for College Funding: MEC Whole Life Contract College Planning, Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Gabriel presents a sample scenario of a family looking to reduce their EFC by utilizing a MEC Whole Life Contract. Read this post
By Kevin Nuber January 22, 2018 Episode #33: Managing Money Between Taxable, Tax-Deferred, and Tax-Free Accounts Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin consolidates the places to save for retirement into three simple buckets and shows you the types of accounts within each one. Read this post
By Dan Tatulli January 15, 2018 Episode #32: 7 Best Practices for Seminar Marketing Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan goes over the seven best practices for seminar marketing so you get the most out of your investment. Read this post
By Brian Manderscheid January 8, 2018 Episode #31: What Type of Return Can I Expect from My IUL Policy? Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian goes over three different methodologies you can use to predict the type of return you can expect from your IUL policy. Read this post