By Jaime Ramirez October 9, 2023 Episode #303: 3 Reasons to Build Your Company's Vision Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jaime delves into the importance of establishing your company's vision with a compelling mission statement to fulfill your ultimate potential. Read this post
By Adam Reyna October 6, 2023 Digital Distribution Of Premium Finance Life Insurance In Adam's article featured in Broker World Magazine, he shares a new technology that can market, educate, and enroll your clients into a hybrid premium finance product using IUL. Read this post
By Laurence Williams October 2, 2023 Episode #302: Annuity Myths Busted by the Wealthy Annuities, Money Script Monday In this episode of Money Script Monday, Laurence puts the top annuity myths to rest to educate retirees on the impact that this financial vehicle can have on the success of their retirement. Read this post
By Brittany Maples September 26, 2023 LifePro Hosts the 6th Annual Bill Z ALS Golf Classic We are delighted to announce that through the efforts of everyone involved, our remarkable community has raised over $22,000 for the ALS Foundation! Read this post
By Sara Sullivan September 25, 2023 Episode #301: How to Avoid 6 Common Mistakes When Presenting Online Concepts, Money Script Monday In this episode of Money Script Monday, Sara offers valuable advice on how to avoid common and detrimental mistakes when presenting online so financial professionals can maximize their success. Read this post
By Gabe Lindemann September 18, 2023 Episode #300: Increasing Your Success with the College Funding Report College Planning, Money Script Monday In this episode of Money Script Monday, Gabe unveils the college funding report and coaches college planners on how to present it to clients, what it communicates to them, and things to keep in mind with the changing college landscape. Read this post
By Brian Manderscheid September 12, 2023 Cash Isn't King Life Insurance In this piece, Brian exhibits how an IUL policy's favorable liquidity terms could be advantageous to your client's financial plan as mortgage rates reach a new 22-year high. Read this post
By Luke Geller September 11, 2023 Episode #299: If Taxes Never Increase Again, Won't My Retirement Be Safe? Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke provides a story reflecting various retirement plans to demonstrate how taxed, tax-deferred, and tax-free account structures can drastically affect an individual’s retirement. Read this post
By Laurence Williams September 5, 2023 Enhancing Executive Retention Strategies Through Indexed Universal Life Insurance Concepts In Laurence's latest article featured in Broker World Magazine, he presents a strategic approach for business owners that combines life insurance and executive retention to attract and retain valuable talent. Read this post
By Kevin Nuber August 28, 2023 Episode #298: Why Take Risk if You Don't Have to? Concepts, Money Script Monday In this episode of Money Script Monday, Kevin juxtaposes retirement portfolios with differing levels of risk to demonstrate how market conditions impact the outcome of a retiree’s income. Read this post