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
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