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
By Allee Marchini August 21, 2023 Episode #297: How to Create Value for Your Customers Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Allee covers three repeatable steps that business owners should incorporate into their process for building client relationships to grow their business. Read this post
By Kyle Tomko August 14, 2023 Episode #296: How to Position an IUL Sale in 60 Seconds Life Insurance In this episode of Money Script Monday, Kyle provides highly effective resources for clients that communicate how IUL is not just a product but a solution to potential financial problems from taxes and market volatility. Read this post
By Michael Clementi August 7, 2023 Episode #295: The Greatest Wealth Transfer Life Insurance, Money Script Monday, Premium Finance In this episode of Money Script Monday, Michael shares a hybrid leveraging strategy that can potentially increase the legacy that retirees are able to pass down to their heirs. Read this post