By Kevin Nuber July 1, 2019 Episode #104: The 8 IUL Commandments Life Insurance, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Kevin goes over 8 tactics financial professionals should avoid when structuring and funding IUL policies in order to best serve their clients. Read this post
By Sean Brady June 24, 2019 Episode #103: The Truth About FIAs: Myths vs. Realities Annuities, Money Script Monday In this episode of Money Script Monday, Sean provides clarity on the 5 most common myths surrounding Fixed Indexed Annuities. Read this post
By Robert Reaburn June 17, 2019 Episode #102: How to Manage Risk with an Active Investment Strategy Investments, Money Script Monday In this episode of Money Script Monday, Robert presents the 3 fundamental risks that all investors face and LifePro Asset Management’s unique approach to effectively balance those risks. Read this post
By LifePro Financial Services, Inc. June 10, 2019 Episode #101: The 3 Most Important Numbers on Your IUL Annual Statement Life Insurance, Money Script Monday In this episode of Money Script Monday, Morgan discusses 3 key areas to focus on to determine if your IUL policy is on track to help you achieve your retirement goals. Read this post
By Dan Tatulli June 3, 2019 Episode #100: A Quick Guide to Monetizing Money Script Monday Videos Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan discusses the best practices top advisors are using to grow their business by leveraging the Money Script Monday video series. Read this post
By Kyle Tomko May 20, 2019 Episode #99: IUL vs. Roth IRA: Which One is Better for Me? Life Insurance, Money Script Monday In this episode of Money Script Monday, Kyle presents IUL as a unique financial vehicle that can help build, sustain, and transfer wealth in the most tax efficient manner. Read this post
By Gabe Lindemann May 13, 2019 Episode #98: Top College Planners React to the College Admissions Scandal College Planning, Concepts, Money Script Monday In this episode of Money Script Monday, Gabriel has a discussion with the nation’s top college planners about the right way to coach parents on navigating the challenging road of planning for college. Read this post
By LifePro Financial Services, Inc. May 6, 2019 Episode #97: 5 Technology Tools Every Financial Advisor Should Be Using Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Justine presents 5 technology tools to help increase lead generation, improve customer retention, and stay ahead of the competition. Read this post
By Sal Mendoza April 29, 2019 Episode #96: The True Story of Living Benefits Life Insurance, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal presents a real-life scenario where an IUL policy holder received accelerated benefit payments to cover the cost of cancer treatments. Read this post
By Brian Manderscheid April 22, 2019 Episode #95: The Importance of Tax Diversification in Your Retirement Plan Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian presents a retirement strategy where every dollar you fund is exempt from both taxes and stock market losses. Read this post