By Sal Mendoza May 15, 2023 Episode #285: Spender, Saver, and Wealth Creator Concepts In this episode of Money Script Monday, Sal highlights the overlooked wealth creator approach to finances that actively works towards growth accumulation rather than debt avoidance. Read this post
By Kyle Tomko May 8, 2023 Episode #284: Is it Time to Upgrade Your Variable Annuity Policy? Annuities, Money Script Monday In this episode of Money Script Monday, Kyle calls attention to a tremendous opportunity for variable annuity policy owners who are looking to maximize long-term income. Read this post
By Laurence Williams May 1, 2023 How To Create Your Own Private Reserve Wealth Strategy Life Insurance In Laurence's latest article featured in Broker World Magazine, he reveals the most common uses of cash-value life insurance, the way to structure a policy, and how to access your money. Read this post
By Adam Reyna May 1, 2023 Episode #283: How to Keep More Money with Live Events Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Adam provides a new framework for hosting live events that prioritizes the financial advisor so they can keep more of what they make. Read this post
By Michael Clementi April 24, 2023 Episode #282: Accumulation vs Guaranteed Lifetime Income Annuities, Money Script Monday In this episode of Money Script Monday, Michael explores the growth rates, liquidity levels, and accumulation values of two common financial strategies for retirement and provides an example case to illustrate their respective outcomes. Read this post
By Brian Manderscheid April 17, 2023 Episode #281: The Truth Behind the Cost of an IUL Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian presents a case study to exemplify how an IUL could produce more returns than alternative vehicles, even with the same funding. Read this post
By Allee Marchini April 10, 2023 Episode #280: 6 Steps to Increase Webinar and Seminar Conversions Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Allee draws on her knowledge from running thousands of marketing campaigns for financial advisors to highlight key ways that can help increase the success of your events. Read this post
By Kevin Nuber April 2, 2023 Episode #279: Why Insurance Companies Can Be a Safer Alternative to Banks Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin juxtaposes banks and insurance companies to unveil the operative functions and safeties that contribute to banks being riskier than insurance companies. Read this post
By Michael Clementi April 1, 2023 Do You Have Retirement Income Insurance? Annuities In Michael's latest article featured in Broker World Magazine, he explains how you can use an annuity to create an additional stream of income in retirement similar to a social security or pension plan. Read this post
By Sean Brady March 27, 2023 Episode #278: Making the Most of Your RMDs Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean explores the different RMD options to consider in order to make the most of your retirement income strategy. Read this post