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
By LifePro Financial Services, Inc. April 16, 2018 Episode #45: Creating Guaranteed Income From Your Qualified Account Annuities, Money Script Monday In this episode of Money Script Monday, Joe shows you how to set aside a portion of your retirement savings to create a guaranteed source of lifetime income. Read this post
By Gabe Lindemann April 9, 2018 Episode #44: EFC Option #2 for College Funding: Stacking MYGA College Planning, Money Script Monday In this episode of Money Script Monday, Gabriel continues the conversation and reviews the second option families can take to reduce their EFC by utilizing a Stacking MYGA. Read this post
By Sean Brady April 2, 2018 Episode #43: How to Properly Fund an IUL Policy Per the IRS Guidelines Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean shows you how to properly fund an IUL policy in accordance with the federal laws: TEFRA, DEFRA, and TAMRA Read this post
By Tom Hegna March 29, 2018 Don't Overlook This Demographic When Prospecting Annuities, Concepts In this post, Tom discusses the unique retirement risks that affect a very large demographic (and one that we often overlook) ... women, and takes us through a plan of proven solutions. Read this post