By Brian Manderscheid October 28, 2019 Episode #120: How to Protect a Portion of Your Retirement from Stock Market Losses & Taxes Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian introduces a financial vehicle that is designed to shelter income from stock market volatility and increases in taxes Read this post
By Brian Manderscheid July 22, 2019 Episode #107: How to Lock in Today's Low IUL Costs Before They Increase Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian illustrates why high-income earners should consider securing an Indexed Universal Life policy as a part of their overall financial plan. Read this post
By Brian Manderscheid April 22, 2019 Episode #95: The Importance of Tax Diversification in Your Retirement Plan Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian presents a retirement strategy where every dollar you fund is exempt from both taxes and stock market losses. Read this post
By Brian Manderscheid February 25, 2019 Episode #87: How to Help Recession Proof Your Retirement Income Plan Annuities, Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian explains a few practical steps you can take today to ensure a happy and successful retirement. Read this post
By Brian Manderscheid January 16, 2019 How to Prepare Your Clients for Another Stock Market Crash Annuities, Concepts We can’t go back in time to avoid massive stock market crashes of the past, but we can take some practical steps today to help our clients protect themselves from future losses. Read this post
By Brian Manderscheid December 3, 2018 Episode #77: The Rich Person's Roth for Tax-Free Retirement Income Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian explains the benefits and considerations of using an Indexed Universal Life policy to generate tax-free retirement income. Read this post
By Brian Manderscheid October 8, 2018 Episode #69: 401(k) vs. IUL: Where Should You Put Your Money? Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian takes on the hotly debated topic of whether to save for retirement through a 401(k) or an indexed universal life policy. Read this post
By Brian Manderscheid August 27, 2018 Episode #64: Using Annuities to Create a Guaranteed Income Floor Annuities, Money Script Monday In this episode of Money Script Monday, Brian explains how an annuity can be utilized to create guaranteed income to cover both your essential and discretionary expenses while in retirement. 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 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