By Brian Manderscheid June 14, 2021 Episode #197: One of the Best IUL's You Probably Have Never Heard About Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian highlights the “Tesla” of IUL’s: a product with high efficiency, simple design, and superior performance. Read this post
By Jeff La Pierre June 7, 2021 Episode #196: Two Ways to Maximize a Single Premium with Life Insurance Life Insurance, Money Script Monday In this episode of Money Script Monday, Jeff discusses two possible paths to fund a single premium depending on the needs of your client. Read this post
By Kyle Tomko May 24, 2021 Episode #195: Does Your Retirement Income Check These Boxes? Annuities, Money Script Monday In this episode of Money Script Monday, Kyle breaks down the three core traits of a successful retirement income plan and introduces a unique tool to meet these needs. Read this post
By Kevin Nuber April 5, 2021 Episode #188: How an IUL Earned a $1 Million Index Credit Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin dispels the 3 life insurance myths that discourage retirees from exploring the benefits of an IUL policy and reviews an in-force contract to show you the growth potential behind an index interest credit. Read this post
By Marcus Kiel March 29, 2021 Episode #187: Can You Use an IUL to Bridge the Retirement Income Gap? Life Insurance, Money Script Monday In this episode of Money Script Monday, Marcus breaks down the 6 main risks in retirement, including the biggest expenses most retirees face, and offers a retirement income strategy that can address these concerns. Read this post
By Brian Manderscheid March 8, 2021 Episode #184: Will the 7702 Tax Guideline Changes Open the IUL Floodgates? Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Brian explains the impact of the new 7702 guidelines on whole life and IUL policies and what changes to anticipate from IUL carriers in terms of their cash value, minimum death benefit, and MEC limits. Read this post
By Laurence Williams February 1, 2021 Episode #179: The Important Role of Life Insurance in Estate Planning Life Insurance, Money Script Monday In this episode of Money Script Monday, Laurence reveals how life insurance can help provide funds to pay estate taxes and be an effective way to transfer wealth to your beneficiaries. Read this post
By Michael Clementi January 25, 2021 Episode #178: 5 Ways to Earn Money in a Volatile Market Annuities, Money Script Monday In this episode of Money Script Monday, Michael reviews how market volatility may impact your retirement income strategy and provides 5 simple tips for diversifying your portfolio. Read this post
By Sal Mendoza January 18, 2021 Episode #177: What Does It Take to Be a Successful Financial Advisor? Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal discusses the 4 stages of advisor growth and shows how to best utilize back-office support to free up your time and reach the next level. Read this post
By Marcus Kiel January 11, 2021 Episode #176: How to Eliminate Market Recovery Using an IUL Life Insurance, Money Script Monday In this episode of Money Script Monday, Marcus unpacks the cost of recovering a portfolio’s losses and explains how to incorporate an indexed universal life policy into your retirement strategy to reduce these risks. Read this post