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 Jackson Cockrell July 11, 2022 Episode #246: How to Think like a Successful Investor Investments, Money Script Monday In this episode of Money Script Monday, Jackson dives into three mental barriers that negatively affect investment strategy and the proper tools needed to overcome them. Read this post
By Kyle Tomko June 27, 2022 Episode #245: Two "Different" Ways Premium Finance Can Amplify Your Wealth Life Insurance, Money Script Monday In this episode of Money Script Monday, Kyle breaks down two different scenarios where premium finance can be utilized to maximize retirement income or preserve wealth and legacy. Read this post
By Adam Reyna June 22, 2022 Insurance Planning—How To Accomplish More With Less Life Insurance In Adam's latest article featured in Broker World Magazine, he explains the basic concept behind premium finance and how advisors can utilize its benefits to help reach their clients' retirement goals. Read this post
By Gabe Lindemann June 20, 2022 Episode #244: College Planners: Get Ready for a Huge College Planning Season Concepts, Money Script Monday In this episode of Money Script Monday, Gabe forecasts the upcoming college planning season and shares tactics that could maximize business submitted. Read this post
By Sal Mendoza June 13, 2022 Episode #243: Return of the Split Annuity Annuities, Money Script Monday In this episode of Money Script Monday, Sal unpacks how two products that have been on the sidelines for years can now be utilized in tandem by ultra-conservative clients. Read this post
By Allee Marchini June 6, 2022 Episode #242: How an Advisor Used 6-Steps to Achieve a Staggering 284% ROI Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Allee unveils the simple but effective 6-step strategy that landed a top advisor an outstanding return on investment. Read this post
By Kevin Nuber May 23, 2022 Episode #241: How the Wealthy Use Leverage to Pay for Estate Taxes Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin analyzes 5 estate tax scenarios and how it could be more beneficial to use other people’s money to reduce out-of-pocket costs. 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