By Sal Mendoza June 13, 2022 Episode #243: Return of the Split Annuity Annuities, Money Script Monday In this episode of Money Script Monday, Sal unpacks how two products that have been on the sidelines for years can now be utilized in tandem by ultra-conservative clients. Read this post
By Michael Clementi April 18, 2022 Episode #236: Will Your Retirement Income Take a H.I.T.? Annuities, Money Script Monday In this episode of Money Script Monday, Michael brings light to retirees running out of money too early and offers effective solutions. Read this post
By Adam Reyna February 21, 2022 Episode #228: Reduce Risk and Earn a 35% Bonus on Your Retirement Nest Egg Annuities, Money Script Monday In this episode of Money Script Monday, Adam explores the benefits of adding annuities to your retirement portfolio, including an exciting bonus opportunity. Read this post
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 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 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
By Luke Geller October 18, 2021 Episode #213: Are You Protecting Yourself Against the Ultimate Stealth Tax? Annuities, Money Script Monday In this episode of Money Script Monday, Luke unveils what the stealth tax is and why you should be concerned about how it may factor into your retirement planning strategy. Read this post
By Parker Obert October 4, 2021 Premiere Industry Event Returns...In-Person Annuities, Concepts, Investments, Life Insurance, Sales & Marketing This past Thursday, September 23rd LifePro successfully hosted their first ever hybrid LifePro University with advisors from around the country choosing to either log in virtually or attend in person at the Westin Carlsbad Resort & Spa. Read this post
By Kyle Tomko September 20, 2021 Episode #209: Bonds vs. Indexed Annuity: Where to Allocate as Interest Rates Rise Annuities, Money Script Monday In this week’s episode of Money Script Monday, Kyle analyzes the benefits of reducing your bond exposure while providing alternative investments to protect your capital once interest rates begin to rise. Read this post