By Sal Mendoza January 30, 2023 Episode #271: Triple Your Production with Circle of Wealth® Software Concepts, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal explains how top advisors utilize this powerful communication tool to provide tailored solutions that can result in a sale. Read this post
By Kyle Tomko January 23, 2023 Episode #270: The Truth Behind How Annuity Companies Make Money Annuities, Money Script Monday In this episode of Money Script Monday, Kyle dispels the most common annuity myth and explains what an insurance carrier does with the money you pay into a policy. Read this post
By Michael Clementi January 9, 2023 Episode #269: Do You Have Retirement Income Insurance? Annuities, Money Script Monday In this episode of Money Script Monday, Michael explains how you can use an annuity to create an additional stream of income in retirement similar to a social security or pension plan. Read this post
By Parker Obert December 28, 2022 Five Steps to Building a Credible LinkedIn Profile Concepts, Sales & Marketing In Parker's article featured in Broker World Magazine, he talks through 5 simple yet effective social media strategies that can help you use LinkedIn to bring in consistent leads. Read this post
By Brian Manderscheid December 20, 2022 Will the 2022 Annuity Opportunity Still Be Available in the New Year? Annuities, Concepts, Sales & Marketing Amidst recording-breaking annuity rates, Brian sheds light on how clients are de-risking their portfolios prior to what most believe will be a rocky, recessionary year in 2023. Read this post
By Adam Reyna December 19, 2022 Episode #268: How to Bridge the Social Security Gap Concepts, Money Script Monday In this episode of Money Script Monday, Adam explains how you can supplement Social Security income to help reduce the chances of outliving your money in retirement. Read this post
By Michael Clementi December 12, 2022 Episode #267: Is an Annuity Right for You? Annuities, Money Script Monday In this episode of Money Script Monday, Michael addresses the most common misconceptions about annuities and breaks down how they can help generate income for life. Read this post
By Sara Sullivan December 7, 2022 Six Reasons Why You Should Hire An Assistant And Invest In Yourself Concepts, Sales & Marketing In Sara's article featured in Broker World Magazine, she discusses six reasons why hiring an assistant can streamline your business operations and increase your production. Read this post
By Parker Obert December 5, 2022 Episode #266: How to Build Your Following on LinkedIn Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Parker discusses 6 simple yet effective social media strategies that can help you use LinkedIn to bring in consistent leads from this platform. Read this post
By Brian Manderscheid November 28, 2022 Episode #265: Potential for 3 Discounts on Strategic Roth IRA Conversions Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian reveals 3 discounts that could help you create tax-free income and growth in retirement: tax rate discount, market value discount, and tax base discount. Read this post