By Sean Brady April 2, 2018 Episode #43: How to Properly Fund an IUL Policy Per the IRS Guidelines Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean shows you how to properly fund an IUL policy in accordance with the federal laws: TEFRA, DEFRA, and TAMRA Read this post
By Dan Tatulli March 26, 2018 Episode #42: The Formula for Creating the Most Successful Marketing Campaigns Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan reveals the marketing formula used that helped an advisor grow his business by 55% and operate over a half million dollar shop (in less than one year). Read this post
By Robert Reaburn March 19, 2018 Episode #41: Redefining the Financial Planning Process Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Rob proposes a new approach to the way financial plans are structured that recreate the stability and income that was so popular during the Defined Benefit Era. Read this post
By Brian Manderscheid March 12, 2018 Episode #40: Using an Annuity to Overcome the Four Retirement Income Risks (Part 2 of 2) Annuities, Money Script Monday In this episode of Money Script Monday, Brian concludes the 2-part series about Your Retirement Income Report and explains how a fixed index annuity (FIA) may help reduce, or completely eliminate... Read this post
By LifePro Financial Services, Inc. March 5, 2018 Episode #39: Using an Annuity to Overcome the Four Retirement Income Risks (Part 1 of 2) Annuities, Money Script Monday In this episode of Money Script Monday, Jordan goes over a sample 'Your Retirement Income Report' that compares the account values of a S&P 500 portfolio against a fixed index annuity (FIA) and shows you... Read this post
By Kevin Nuber February 26, 2018 Episode #38: Four Retirement Income Risks Annuities, Money Script Monday In this episode of Money Script Monday, Kevin explains the correlation between guaranteed income and retirement satisfaction and outlines the four risks to prepare for while in retirement. Read this post
By Sean Brady February 19, 2018 Episode #37: Five Ways to Access Your Cash Value in an IUL Policy Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean goes over the five ways to access your policy's cash value when you want, for what you want. Read this post
By LifePro Financial Services, Inc. February 12, 2018 Episode #36: Estate Planning: Breaking Down the Importance of a Trust Concepts, Money Script Monday In this episode of Money Script Monday, Joe reviews the aspects of a trust and underscores the purpose of why every individual should have an estate plan in place. Read this post
By Sal Mendoza February 5, 2018 Episode #35: Seven Steps to Retirement Security Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal guides you through the seven steps to retirement security and provides a preview of Tom Hegna's keynote presentation at the 2018 LifePro Summit. Read this post
By Gabe Lindemann January 29, 2018 Episode #34: EFC Option #1 for College Funding: MEC Whole Life Contract College Planning, Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Gabriel presents a sample scenario of a family looking to reduce their EFC by utilizing a MEC Whole Life Contract. Read this post