By Robert Reaburn June 18, 2018 Episode #54: Asset Allocation: Using Time and Volatility to Your Client's Advantage Investments, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Robert explains how to use a time driven approach to identify your client’s financial goals and maximize their growth potential. Read this post
By LifePro Financial Services, Inc. June 12, 2018 LifePro Asset Management Continues to Expand Investments LifePro Asset Management (LPAM) is happy to announce the onboarding of their newest team member, Kassi Miller. As the firm's case manager, Kassi will be responsible for streamlining the application process for advisors and their clients by providing them with ongoing status updates and handling any additional inquiries they may have. Read this post
By Adam Reyna June 11, 2018 Episode #53: Using Life Insurance to Ensure the Long-Term Viability of Your Business Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam goes over how to protect the longevity of your family and your business through the Emerging, Expansion, Flourishing, and Succession phases. Read this post
By Tom Hegna June 6, 2018 The Inflation Virus Annuities, Investments, Life Insurance Inflation is like a virus, and you need to boost your clients' immune system to keep up! The purchasing power of all their retirement savings could plummet if inflation increases and you don't plan for it. Learn how you can protect their products and overcome your clients' inflation concerns. Read this post
By LifePro Financial Services, Inc. May 28, 2018 Episode #51: How Insurance Companies Create Index Allocation Options Life Insurance, Money Script Monday In this episode of Money Script Monday, Joe explains how insurance companies are able to offer index options while still delivering on their promises. Read this post
By Dan Tatulli May 21, 2018 Episode #50: 5 Biggest Takeaways From 50 Episodes of Money Script Monday Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan recaps the first year of Money Script Monday and provides an opportunity for you to be a part of future episodes. Read this post
By Sal Mendoza May 14, 2018 Episode #49: The Hidden Dangers of Premium Finance and How to Address Them Money Script Monday, Premium Finance In this episode of Money Script Monday, Sal addresses the five dangers an agent had to overcome to win a $650,000 premium finance case. Read this post
By Gabe Lindemann May 7, 2018 Episode #48: EFC Option #3 for College Funding: Indexed Universal Life College Planning, Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Gabriel continues the conversation and reviews the third option families can take to reduce their EFC by utilizing an IUL contract. Read this post
By Kevin Nuber April 30, 2018 Episode #47: Why Are IUL Charges So High in the Early Years? Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin addresses the upfront costs incurred in the early years of an indexed universal life contract and determines if the benefits outweigh the costs. Read this post
By Brian Manderscheid April 23, 2018 Episode #46: Why You Should Get a Policy Audit Every 3-5 Years Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian goes over six reasons to audit your life insurance policy and provides sample scenarios of how the audit created greater client outcomes. Read this post