By Gabe Lindemann July 30, 2018 Episode #60: Using a College Service Center to Capitalize on a New Market College Planning, Money Script Monday In this episode of Money Script Monday, Gabriel lays out an easy to follow plan for incorporating a college service center into your financial planning practice. Read this post
By Sean Brady July 23, 2018 Episode #59: Understanding Modified Endowment Contracts Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean walks you through the potential tax implications and ideal candidates for a MEC. Read this post
By Dan Tatulli July 16, 2018 Episode #58: The Five Stages of Client Relationships Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan presents how to successfully transition your clients from cold prospects to raving fans. Read this post
By Kevin Nuber July 9, 2018 Episode #57: How to Audit Your Sales Funnel in 5 Minutes Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Kevin goes over the importance of analyzing all aspects of your sales funnel and 3 easy steps to improve its efficiency. Read this post
By Luke Geller July 2, 2018 Episode #56: Understanding the Different Types of Bonuses in Annuities Annuities, Money Script Monday In this episode of Money Script Monday, Luke breaks down the different types of annuities and the three bonuses available to help maximize the return on your investment. Read this post
By Brian Manderscheid June 25, 2018 Episode #55: Why Roth Conversions Make Sense Today More Than Ever Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian presents the window of opportunity you have to take advantage of the current low tax rate environment by converting your traditional IRA or 401(k) to a Roth IRA. Read this post
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