By Sean Brady October 23, 2023 Episode #305: Types of Transactions to Move Money from IRAs Concepts, Money Script Monday In this episode of Money Script Monday, Sean breaks down different IRA transaction types and navigates critical rules and regulations that can lead to unexpected delays and tax consequences. Read this post
By Kevin Nuber October 16, 2023 Episode #304: Refinance Your Annuity Income Annuities, Money Script Monday In this episode of Money Script Monday, Kevin reveals how high interest rates can create an opportunity for annuity owners to secure greater returns on their retirement income. Read this post
By Brittany Maples October 12, 2023 LifePro Hosts the 2023 Elite Chairman's Club Conference During this year’s Mastermind Meetings, the most central focus that arose in conversation was how to maximize returns while cutting operational costs. Read this post
By Jaime Ramirez October 9, 2023 Episode #303: 3 Reasons to Build Your Company's Vision Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jaime delves into the importance of establishing your company's vision with a compelling mission statement to fulfill your ultimate potential. Read this post
By Adam Reyna October 6, 2023 Digital Distribution Of Premium Finance Life Insurance In Adam's article featured in Broker World Magazine, he shares a new technology that can market, educate, and enroll your clients into a hybrid premium finance product using IUL. Read this post
By Laurence Williams October 2, 2023 Episode #302: Annuity Myths Busted by the Wealthy Annuities, Money Script Monday In this episode of Money Script Monday, Laurence puts the top annuity myths to rest to educate retirees on the impact that this financial vehicle can have on the success of their retirement. Read this post
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