By Kevin Nuber August 21, 2017 Episode #13: Three Biggest Risks during Your Retirement Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin covers the three major risks during your retirement and offers an opportunity for you to test multiple financial vehicles against each risk. Read this post
By Robert Reaburn August 14, 2017 Episode #12: LifePro Asset Management: Your Turnkey Advisory Solution Investments, Money Script Monday, Sales & Marketing You have been using life insurance and annuities to help clients accumulate principal protected savings in a tax efficient manner for years. In this episode of Money Script Monday, Rob introduces LifePro Asset Management, a new platform that complements... Read this post
By Sean Brady August 7, 2017 Episode #11: The 3 Most Frequently Asked Questions about FIAs Annuities, Money Script Monday In this episode of Money Script Monday, Sean answers the three most frequently asked questions consumers bring up when they are considering a fixed index annuity. Read this post
By Brian Manderscheid July 31, 2017 Episode #10: Test Drive an IUL Life Insurance, Money Script Monday When buying a house or purchasing a vehicle, you're usually given the ability to experience it before making your final decision. With most financial vehicles - including IUL - you're not given such freedom... until now! Read this post
By Dan Tatulli July 24, 2017 Episode #9: 8 Promotional Tactics to Drive More Traffic to Your Video Content Money Script Monday, Sales & Marketing Video marketing has experienced tremendous amounts of growth over the past few years. It's easier than ever to create high-quality videos and quickly upload them. But simply creating videos doesn't necessarily guarantee anyone is going to watch them. Read this post
By Robert Reaburn July 17, 2017 Episode #8: A Better Alternative to Bonds During a Rising Interest Rate Environment Annuities, Investments, Money Script Monday Approaching retirement soon? If so, your investment portfolio may be heavily invested in either government and/or investment grade corporate bonds. With the recent rise in interest rates, you may want to consider alternatives that hedge the risk posed by bonds in this environment. Read this post
By Gabe Lindemann July 10, 2017 Episode #7: Benefits of Hiring a College Planner College Planning, Money Script Monday College tuition has slowly become one of the largest financial concerns in our time and the admission process isn't getting any better. Parents of young children are excited to have their loved ones start a new journey in their life but have they prepared everything from A to Z? Read this post
By LifePro Financial Services, Inc. July 6, 2017 How to Conduct a Successful Annual Policy Review in 4 Easy Steps Life Insurance, Sales & Marketing Congratulations! You did it! You helped your client start an Indexed Universal Life (IUL) Insurance policy, which will give their family tax-free death benefit protection. It looks like everything is perfect, but there is more work to be done to ensure the policy performs at its full potential. Read this post
By Sean Brady July 3, 2017 Episode #6: Selecting an Index Crediting Method for Your IUL Policy Life Insurance, Money Script Monday One benefit of an IUL is its potential to gain interest based on an external index. But how much indexed interest you receive will vary, depending on several factors. One factor is the interest-crediting method you choose for your IUL. Read this post
By LifePro Financial Services, Inc. June 27, 2017 Thrive in Any Regulatory Environment with This 4-Step Growth Framework Annuities, Concepts, Investments, Life Insurance, Sales & Marketing In April of 2016, the Department of Labor’s Fiduciary Rule rolled out and many financial advisors began making changes to their practice. No one really knew exactly how it would impact financial professionals and their practice, however, everything pointed to a fundamental shift in the areas of financial and insurance advice. Read this post