By Luke Geller March 14, 2022 Episode #231: How Should You Fund an IUL, With Your Money or Theirs? Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke analyzes what retirees should look for when purchasing an IUL and the factors that should be considered. Read this post
By Sal Mendoza February 28, 2022 Episode #229: Is the US Debt Iceberg on Your Radar? Investments, Money Script Monday In this episode of Money Script Monday, Sal brings light to the impending economic crisis the US is facing and how you can prepare yourself financially. Read this post
By Kyle Tomko February 11, 2022 Episode #227: Why High-Income Earners Now Prefer the Front Door Roth Strategy Life Insurance, Money Script Monday In this episode of Money Script Monday, Kyle unveils how life insurance can be used as an alternative to the backdoor Roth IRA and accomplish the same financial goals. 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 Jeff La Pierre December 13, 2021 Episode #220: How to Fortify Your Client's 3 Most Important Stages of Life Life Insurance, Money Script Monday In this episode of Money Script Monday, Jeff unpacks a financial illustration that your younger clients can implement at an early age to achieve supplemental retirement income down the road. 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 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 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