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
By Allee Marchini September 23, 2020 Selling IUL In A Pandemic World Concepts, Life Insurance, Sales & Marketing In his latest article published in Broker World Magazine, Ben Nevejans offers 4 critical steps to build a thriving virtual practice in such uncertain times. Read this post
By Luke Geller September 14, 2020 Episode #161: Triple Your Retirement Contributions Without Having to Fund More Money Concepts, Life Insurance, Money Script Monday In this episode of Monday Script Monday, Luke reviews how indexed universal life can protect your retirement savings from market volatility and stimulate tax-free growth and distribution. Read this post
By Brian Manderscheid April 27, 2020 Episode #143: Preparing Yourself for the Next 'Lost Decade' Annuities, Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian presents a strategy that captures stock market gains and reduces losses regardless of the economic climate. Read this post
By Allee Marchini April 22, 2020 CARES Act: 5 Takeaways for Small Business Owners Concepts Small businesses in America are facing extraordinary circumstances to keep their doors open while being forced to close them to help slow the spread of COVID-19. Read this post
By Allee Marchini March 27, 2020 10 Tips to Get the Most Out of Your Digital Consultations Concepts, Sales & Marketing How to look both presentable and professional on camera, so you can stop worrying about your appearance and focus on delivering the best message to your clients. Read this post
By LifePro Financial Services, Inc. March 13, 2020 Now Is the Time to Lead Your Customers With Confidence Annuities, Concepts, Investments, Life Insurance Whether your clients and the American public know it or not, they need our products to secure a healthy, dignified, and protected retirement. After the last two weeks, even the most steadfast believers in equities would have to agree, in times of uncertainties, guarantees are king. Read this post