By Tim Devlin March 21, 2022 Episode #232: Why Goals-Based Financial Planning Could Offset Turbulent Times Concepts, Money Script Monday In this episode of Money Script Monday, Tim explains what goals-based financial planning is and why it is an important strategy to consider to hedge against market volatility. Read this post
By Luke Geller March 14, 2022 Episode #231: How Should You Fund an IUL, With Your Money or Theirs? Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke analyzes what retirees should look for when purchasing an IUL and the factors that should be considered. Read this post
By Parker Obert March 7, 2022 Kickstarting 2022 with LifePro Summit Sales & Marketing On Thursday, February 24th, LifePro Financial hosted our premiere sales and marketing conference, LifePro Summit, virtually to independent advisors nationwide. Read this post
By Sal Mendoza February 28, 2022 Episode #229: Is the US Debt Iceberg on Your Radar? Investments, Money Script Monday In this episode of Money Script Monday, Sal brings light to the impending economic crisis the US is facing and how you can prepare yourself financially. Read this post
By Adam Reyna February 21, 2022 Episode #228: Reduce Risk and Earn a 35% Bonus on Your Retirement Nest Egg Annuities, Money Script Monday In this episode of Money Script Monday, Adam explores the benefits of adding annuities to your retirement portfolio, including an exciting bonus opportunity. Read this post
By Kyle Tomko February 17, 2022 Has The 40-Year Bond Bull Run Come To An End? Annuities In Kyle's latest article featured in Broker World Magazine, he breaks down the current trends in the bond market and what advisors should keep in mind when creating illustrations for their clients. Read this post
By Kyle Tomko February 11, 2022 Episode #227: Why High-Income Earners Now Prefer the Front Door Roth Strategy Life Insurance, Money Script Monday In this episode of Money Script Monday, Kyle unveils how life insurance can be used as an alternative to the backdoor Roth IRA and accomplish the same financial goals. Read this post
By Sean Brady February 7, 2022 Episode #226: How to Protect Your Assets from Another Drop in The Market Annuities, Money Script Monday In this episode of Money Script Monday, Sean unpacks the consequences of investing in a bear market, especially when one begins to withdraw assets for income in retirement. Read this post
By Laurence Williams January 31, 2022 Episode #225: Act Now to Avoid High Life Insurance Rates Life Insurance, Money Script Monday In this episode of Money Script Monday, Laurence explores the most commonly asked life insurance questions that arise in a post-COVID world. Read this post
By Jaime Ramirez January 24, 2022 Episode #224: How to Practice Good Email Hygiene to Increase Engagement and Sales Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jaime dives into what good email hygiene looks like and how you can implement these habits to boost the effectiveness of your email campaigns. Read this post