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
By Brittany Maples August 2, 2023 Fitch Cuts U.S. Credit Rating During Debt Crisis Concepts The only other time that the U.S. has been cut from its highest AAA rating was by S&P in 2011 when budget standoff issues and a prolonged fight over the government's borrowing limit caused unnecessary borrowing costs. Read this post
By Brian Manderscheid July 31, 2023 Episode #294: Should I Buy An Annuity Now or Wait Until a Recession? Annuities, Money Script Monday In this episode of Money Script Monday, Brian demonstrates the impact that interest rate environments can have on the outcome of an annuity purchase to offer more guidance around economic conditions to consider when adding an annuity to your financial plan. Read this post
By Adam Reyna July 24, 2023 Episode #293: Financing Your Retirement with Other People's Money Concepts, Money Script Monday, Premium Finance In this episode of Money Script Monday, Adam demonstrates how financing allows for larger capital purchases and explains how financing can be used to accomplish more income in retirement while using less of your own money. Read this post
By Sal Mendoza July 17, 2023 Episode #292: Outpace the Slowdown of Summer Sales Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal points to the historical reports of advisors’ events during the summer months to demonstrate that opportunities for success are abundant during this time and should be taken advantage of. Read this post
By Sean Brady July 10, 2023 Episode #291: Shorter Withdrawal Charge Schedule Annuities Benefits and Risks Annuities, Money Script Monday In this episode of Money Script Monday, Sean weighs the benefits and risks of annuities with a shorter withdrawal charge schedule and explores the alternative of long-term annuities that could provide more consistent returns over an extended period. Read this post
By Jaime Ramirez July 3, 2023 Episode #290: 5 Ways to Get Qualified Leads to Chase You Instead Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jaime reviews antiquated marketing methods to contrast them with the advanced strategies for prospecting that LifePro developed to maximize effectiveness in the digital age. Read this post
By Brian Manderscheid June 29, 2023 How to Provide an 8% Withdrawal Rate with an Annuity Income Rider Alternative Annuities In this piece, Brian contends that although annuities with income riders can be a valuable tool, it may be worth considering an Annuity Income Rider Alternative as an option for a client in less-than-perfect health looking for income. Read this post