By Luke Geller January 21, 2019 Episode #82: An Underutilized Retirement Strategy for Business Owners Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke explains an approach to generating tax-free retirement income without the risk of market volatility. Read this post
By Brian Manderscheid January 16, 2019 How to Prepare Your Clients for Another Stock Market Crash Annuities, Concepts We can’t go back in time to avoid massive stock market crashes of the past, but we can take some practical steps today to help our clients protect themselves from future losses. Read this post
By Dan Tatulli January 14, 2019 Episode #81: Websites for Financial Professionals: 6 Critical Areas to Focus On Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan walks you through 6 easy-to-follow steps you should consider when creating a new website or optimizing your existing website. Read this post
By Gabe Lindemann January 7, 2019 Episode #80: How You Can Offer College Planning Services Right Now Concepts, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Gabriel discusses the benefits of adding College Planning to your practice to both increase revenue and create lifelong clients. Read this post
By Kevin Nuber December 17, 2018 Episode #79: Why Top Advisors Sell Their Process, Not Product Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Kevin explains four easy steps you can follow to create your own unique selling process. Read this post
By Adam Reyna December 10, 2018 Episode #78: Guarantee a Portion of Your Retirement Income Using This Strategy Annuities, Money Script Monday In this episode of Money Script Monday, Adam illustrates how fixed indexed annuities can reduce your overall risk and guarantee lifetime income. Read this post
By Brian Manderscheid December 3, 2018 Episode #77: The Rich Person's Roth for Tax-Free Retirement Income Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian explains the benefits and considerations of using an Indexed Universal Life policy to generate tax-free retirement income. Read this post
By Sean Brady November 26, 2018 Episode #76: Why the Government Supports Lifetime Income Options Annuities, Money Script Monday In this episode of Money Script Monday, Sean explains why the federal government believes retirement plan participants are better served by having the opportunity to elect a portion of their savings in annuity form. Read this post
By Luke Geller November 19, 2018 Episode #75: A Millennial's Guide to a (Tax-Free) Retirement Life Insurance, Sales & Marketing In this episode of Money Script Monday, Luke shines some light on millennials facing a unique set of financial challenges and what they can do to prepare themselves for a successful retirement. Read this post
By Dan Tatulli November 12, 2018 Episode #74: The Three Best Times You Should Ask for a Referral Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan shows the precise moments when your clients are most excited and what you can do to encourage them to share their experiences. Read this post