By Sal Mendoza June 3, 2024 Episode #332: Become an Elite Producer With This IRA Move Life Insurance, Money Script Monday In this episode of Money Script Monday, Sal outlines a unique IRA strategy that protects assets, provides significant tax benefits, and prevents a strain on savings due to future healthcare costs. Read this post
By Sean Brady May 20, 2024 Episode #331: Can I Reduce Income Taxes on My Social Security Benefits? Annuities, Money Script Monday In this episode of Money Script Monday, Sean reveals how taxes on Social Security benefits are based on taxable income and offers a strategy to lower that tax liability. Read this post
By Kevin Nuber May 13, 2024 Episode #330: Paying Roth Conversion Taxes without Burning a Hole in Your Pocket Concepts, Money Script Monday In this episode of Money Script Monday, Kevin introduces a step-by-step guide to a Roth conversion strategy that can maintain or increase your account balance, minimize tax burdens, and keep your savings intact. Read this post
By Jaime Ramirez May 6, 2024 Episode #329: 5 Email Marketing Strategies to Increase Opens and CTRs Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jaime expands on transformative email marketing strategies that improve your content, increase engagement, and strengthen your connection with prospective clients. Read this post
By Laurence Williams April 29, 2024 Episode #328: Building and Protecting Retirement Income Annuities, Money Script Monday In this episode of Money Script Monday, Laurence demonstrates the importance of alternative funding strategies for retirement readiness that can protect against the risks of market volatility and longevity. Read this post
By Brian Manderscheid April 22, 2024 Episode #327: Roth IRA Conversion Tax Traps Concepts, Money Script Monday In this episode of Money Script Monday, Brian warns of the potential tax pitfalls of Roth IRA conversions by considering future tax scenarios and providing a comprehensive guide to some of the most pertinent tax thresholds. Read this post
By Gabe Lindemann April 15, 2024 Episode #326: How to Access Cash Value with a College Funding Plan College Planning, Money Script Monday In this episode of Money Script Monday, Gabe navigates variable loans, fixed-rate loans, and withdrawal loans to guide families through their college funding process. Read this post
By Sara Sullivan April 8, 2024 Episode #325: 6 Key Drivers of Your Client's Happiness in Retirement Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sara offers invaluable lessons on connecting with clients' genuine aspirations and fears based on the latest research data of those approaching or currently in retirement. Read this post
By Luke Geller April 1, 2024 Episode #324: A Unique Strategy to Recruit and Retain Key Employees Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke outlines the innovative benefits of a split-dollar arrangement for business owners aiming to revolutionize their company’s employee retention and amplify their business’s value, stability, and success. Read this post
By Michael Clementi March 25, 2024 Episode #323: Why Should I Buy an Annuity? Annuities, Money Script Monday In this episode of Money Script Monday, Michael explains why annuities may be the missing piece to your retirement planning puzzle by rationally weighing the costs and benefits of this lucrative financial strategy. Read this post