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
By Allee Marchini November 14, 2022 Episode #263: 4 Reasons to Market this Winter Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Allee unpacks the top four reasons to accelerate your business NOW and set yourself up for success in Q1. Read this post
By Laurence Williams November 7, 2022 Episode #262: Is Life Insurance in Retirement Worth It? Life Insurance, Money Script Monday In this episode of Money Script Monday, Laurence answers the question if life insurance is the right solution to meet your retirement goals and the little-known benefits that can be included in these policies. Read this post
By Jaime Ramirez October 31, 2022 Episode #261: How Current Economic Instability Impacts My Insurance Business Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jaime analyzes the current economic factors leading to marketing instability and how advisors can take advantage of new product opportunities to help safeguard their clients’ retirement plans. Read this post
By Luke Geller October 24, 2022 Episode #260: The Hidden Opportunity Amidst the Market Unknowns Annuities, Money Script Monday In this episode of Money Script Monday, Luke unveils the lesser-known strategies that are available to help retirees protect their retirement goals from economic uncertainty. Read this post
By Kevin Nuber October 17, 2022 Episode #259: How Do Accelerated Benefit Riders Actually Work? Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin breaks down how exactly accelerated benefit riders work and the benefits they could have on an individual’s life if they were ever to be needed. Read this post
By Jackson Cockrell October 10, 2022 Episode #258: Are Your Investments What You Think They Are? Investments, Money Script Monday In this episode of Money Script Monday, Jackson compares the similarities and differences between mutual funds and ETFs and addresses common misconceptions individuals have when building their investment portfolios. Read this post
By Michael Clementi October 3, 2022 Episode #257: How to Better Understand Annuities Using an Income Report Annuities, Money Script Monday In this episode of Money Script Monday, Michael explains how using tools like an income report can break down concept financial concepts like annuities into easy-to-digest lessons. Read this post
By Adam Reyna September 19, 2022 Episode #255: IUL: The Swiss Army Knife of Retirement Planning Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam unpacks frequently overlooked tools within cash-value life insurance policies and how they can be utilized during the policyholder’s lifetime. Read this post
By Kyle Tomko September 12, 2022 Episode #254: Is the Bucket Withdrawal Strategy Right for You? Annuities, Money Script Monday In this episode of Money Script Monday, Kyle dives into what the bucket withdrawal retirement strategy is and how it may help protect your retirement plan from market turmoil. Read this post