By Parker Obert January 20, 2022 Key Numbers to Review for 2022 Concepts As an Independent Financial Advisor, you're well aware of how important it is to stay up to date and knowledgeable on any changes to the retirement and tax planning industry. Read this post
By Brian Manderscheid January 10, 2022 Episode #223: Biden’s Proposed Plan Eliminates Backdoor Roth IRAs & Limits Conversions Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian analyzes Biden’s Build Back Better proposal and explains what consequences it may have on your retirement savings plans. Read this post
By Kevin Nuber January 3, 2022 Episode #222: How to Protect Your Wealth From Illustration Manipulation Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin breaks down red flags to be aware of when comparing Indexed Universal Life illustrations amongst carriers. Read this post
By Sal Mendoza December 20, 2021 Episode #221: How to Demystify IUL with this Powerful Sales Tool Life Insurance, Money Script Monday In this episode of Money Script Monday, Sal unveils the secrets behind two powerful sales tools that break down IUL clearly and effectively. Read this post
By Jeff La Pierre December 13, 2021 Episode #220: How to Fortify Your Client's 3 Most Important Stages of Life Life Insurance, Money Script Monday In this episode of Money Script Monday, Jeff unpacks a financial illustration that your younger clients can implement at an early age to achieve supplemental retirement income down the road. Read this post
By Kyle Tomko December 6, 2021 Episode #219: 4 Ways Business Owners Can Leverage Life Insurance Life Insurance, Money Script Monday In this episode of Money Script Monday, Kyle breaks down how to use life insurance to protect your business and ensure it will thrive into the future. Read this post
By Greg Horak December 2, 2021 The Technological Shift in Life Insurance Underwriting Life Insurance In Greg's latest article featured in Broker World Magazine, he unpacks the technological leaps that have occurred over the last twenty years in life insurance underwriting. Read this post
By Gabe Lindemann November 29, 2021 Episode #218: 3 Simple Steps to Selling Student Services Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Gabe explores the inner workings of selling student services and the 3 key elements to help build long-lasting relationships with high-quality clients. Read this post
By Sean Brady November 15, 2021 Episode #217: What You Need to Know About These 2 Social Security Reductions Annuities, Money Script Monday In this episode of Money Script Monday, Sean analyzes two crucial Social Security regulations that could reduce the amount of spousal, widow/widower, or personal benefits paid to you in retirement. Read this post
By Michael Clementi November 8, 2021 Episode #216: The Three Legged-Stool: Achieving Financial Peace of Mind Annuities, Money Script Monday In this episode of Money Script Monday, Michael dives into a three-sided approach to reaching financial well-being in retirement. Read this post