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
By Sal Mendoza June 26, 2017 Episode #5: Using a Hybrid Annuity for Both Immediate Income and Accumulation Annuities, Money Script Monday Sal explains the pros and cons of both immediate and deferred annuities and offers insight into a hybrid annuity that could provide you with both immediate income and accumulation. Read this post
By Brian Manderscheid June 19, 2017 Episode #4: The Costs Associated with an Indexed Universal Life Policy Life Insurance, Money Script Monday You may have found articles on the internet stating that an Indexed Universal Life policy is expensive but is that really the truth? Read this post
By LifePro Financial Services, Inc. June 12, 2017 Episode #3: Does the '4 Percent Rule' Still Work for Retirement Income? Annuities, Money Script Monday For over a decade, many people have been following the 4% Rule when it comes to figuring out how much to save for retirement. In this episode, Jordan Arias will give you a quick overview of the 4% Rule... Read this post
By Kevin Nuber June 5, 2017 Episode #2: Purchasing Life Insurance: Which Policy Is Right for Me? Life Insurance, Money Script Monday So you're looking to purchase a life insurance policy, but not sure which policy to choose. Whether it's term or permanent, you will want to understand the fundamentals between the two categories. Read this post