By Brittany Maples December 5, 2023 From Boomers To Zoomers: The Seasoned Silver-Haired Advisor’s Guide To The Zillennial Gold Mine Sales & Marketing In Brittany's article featured in Broker World Magazine, she reveals the secrets to working with younger generations and how to reach the recipients of the Greatest Wealth Transfer to expand your business. Read this post
By Michael Clementi December 4, 2023 Episode #311: Create Guaranteed Lifetime Income Today Life Insurance, Money Script Monday In this episode of Money Script Monday, Michael illustrates the value of having guaranteed lifetime income as an essential component of a healthy retirement plan. Read this post
By Brian Manderscheid November 29, 2023 Use This to Combat the White House’s Criticism of FIAs Annuities In Brian Manderscheid's latest blog, he covers the recent media storm surrounding President Biden's scrutiny of FIAs and the implications of the new DOL proposal. Read this post
By Allee Marchini November 27, 2023 Episode #310: How to Inspire Your Clients to Take Action Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Allee offers tools and tips for increasing conversions by speaking to individual client needs and reinforcing their confidence in your authority. Read this post
By Brian Manderscheid November 20, 2023 Episode #309: How to Get GUARANTEED Income From an IUL Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian provides a transparent explanation of IUL while demonstrating how it can create guaranteed income through different case studies. Read this post
By Kyle Tomko November 13, 2023 Episode #308: An Easy Explanation of Fixed Indexed Annuities Annuities, Money Script Monday In this episode of Money Script Monday, Kyle demonstrates that fixed indexed annuities don’t have to be complex by breaking down FIA basics and detailing the processes involved in the accumulation and distribution phases. Read this post
By Adam Reyna November 6, 2023 Episode #307: IUL Crediting Explained Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam sheds light on how the cash value component of an IUL policy accumulates across various index crediting methods. Read this post
By Greg Horak November 1, 2023 Reinsurance Isn't As Scary As You Think Life Insurance In Greg's article featured in Broker World Magazine, he details the steps involved in the reinsurance process that furthers advisors' familiarity and understanding of it so they can best serve their high-net-worth clients. Read this post
By Sal Mendoza October 30, 2023 Episode #306: How to Become an Elite Advisor Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal reveals insider information from our top advisors to share the tools and resources that exponentially grow their businesses so you can replicate their success in your own. Read this post
By Sean Brady October 23, 2023 Episode #305: Types of Transactions to Move Money from IRAs Concepts, Money Script Monday In this episode of Money Script Monday, Sean breaks down different IRA transaction types and navigates critical rules and regulations that can lead to unexpected delays and tax consequences. Read this post