By Sal Mendoza April 21, 2022 Tip of the Iceberg: America’s Soaring Debt Concepts In Sal's latest article featured in Broker World Magazine, he analyzes the national debt, the steps you can take to help reduce its growth, and how to protect yourself from potential negative repercussions. Read this post
By Gabe Lindemann April 4, 2022 Episode #234: College Planning: When’s It Too Early to Begin? College Planning, Concepts, Money Script Monday In this episode of Money Script Monday, Gabe breaks down the timeline parents should be considering to best prepare financially for their children’s higher education. Read this post
By Tim Devlin March 21, 2022 Episode #232: Why Goals-Based Financial Planning Could Offset Turbulent Times Concepts, Money Script Monday In this episode of Money Script Monday, Tim explains what goals-based financial planning is and why it is an important strategy to consider to hedge against market volatility. Read this post
By Parker Obert January 20, 2022 Key Numbers to Review for 2022 Concepts As an Independent Financial Advisor, you're well aware of how important it is to stay up to date and knowledgeable on any changes to the retirement and tax planning industry. Read this post
By Ben Nevejans October 7, 2021 Best Practices — Leaving A Lasting Legacy Concepts, Life Insurance Our industry lost a great man last month. To know Bill Zimmerman was to love and respect him. Though it would take him hours to make it through just one aisle of the NAILBA exhibit hall, stopping every couple of yards to engage with an old friend or meet someone new, he could never get enough of learning and giving back. Read this post
By Parker Obert October 4, 2021 Premiere Industry Event Returns...In-Person Annuities, Concepts, Investments, Life Insurance, Sales & Marketing This past Thursday, September 23rd LifePro successfully hosted their first ever hybrid LifePro University with advisors from around the country choosing to either log in virtually or attend in person at the Westin Carlsbad Resort & Spa. Read this post
By Adam Reyna September 27, 2021 Episode #210: 5 Key Estate Planning Tools Everyone Should Consider Concepts, Money Script Monday In this episode of Money Script Monday, Adam dives into powerful estate and succession planning tools to consider that will help you prepare for the unexpected in retirement. Read this post
By Jaime Ramirez June 24, 2021 What You Can Expect from Washington's Proposed Tax Increase Concepts, Life Insurance As Americans scramble to unpack Biden's proposed tax initiative, we'll look at who will be most impacted and explain how to protect your retirement income strategy from these changes. Read this post
By Brian Manderscheid May 17, 2021 New Guidelines, New Possibilities Annuities, Concepts, Life Insurance, Sales & Marketing In the wake of emerging competitive policies, Brian Mandershied sheds light on how clients can secure protected income for life, while also leaving the principal amount behind. Read this post
By Luke Geller December 7, 2020 Episode #173: Sequence of Return Risk: Is Your Retirement Safe? Concepts, Money Script Monday In this episode of Money Script Monday, Luke illustrates how to mitigate return risk with 3 simple steps intended to protect your retirement strategy and the longevity of your investment portfolio. Read this post