By Laurence Williams July 25, 2022 Episode #248: 3 Steps to Protect, Save, and Grow Your Retirement Portfolio Concepts, Money Script Monday In this episode of Money Script Monday, Laurence brings light to the three steps individuals can take to protect, save, and grow their retirement portfolio as if they are building their dream home. Read this post
By Sara Sullivan July 18, 2022 Episode #247: 6 Answers to Our Most Popular Licensing & Contracting Questions Concepts, Money Script Monday In this episode of Money Script Monday, Sara answers 6 of the most popular questions advisors ask us in relation to licensing and contracting. Read this post
By Jaime Ramirez May 17, 2022 How Generational Marketing Can Lead To Multigenerational Wealth Planning Concepts In Jaime's latest article featured in Broker World Magazine, he brings light to the transfer of wealth happening in our economy right now and how generational marketing can assist advisors looking to help these future beneficiaries. Read this post
By Sean Brady May 6, 2022 Episode #239: Why a Social Security Review is so Important Concepts, Money Script Monday In this episode of Money Script Monday, Sean explains how to enhance your social security benefits and when it is most optimal to start taking benefits. Read this post
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