By Michael Clementi August 23, 2021 Episode #206: How to Generate More Retirement Income for Less Risk Annuities, Money Script Monday In this episode of Money Script Monday, Michael explains a risk mitigation strategy that addresses the 4 biggest obstacles you may face in retirement. Read this post
By Marcus Kiel August 2, 2021 Episode #203: No Pension, No Problem: How an Annuity Can Be Used as Your Pension Annuities, Money Script Monday In this episode of Money Script Monday, Marcus challenges you to re-think what you know about an annuity and introduces a strategy that can add more stability to your finances into retirement. Read this post
By Luke Geller July 26, 2021 Episode #202: What If You Could Boost Your Retirement Assets with Less Risk? Annuities, Money Script Monday In this week’s episode of Money Script Monday, Luke reviews two case studies that demonstrate how an annuity can be used to minimize market risk, keep upside potential, and give you flexibility in retirement. Read this post
By Sean Brady July 19, 2021 Episode #201: Two Ways to Qualify for Double Income Withdrawals Annuities, Money Script Monday In this episode of Money Script Monday, Sean clarifies the conditions required to qualify for an income multiplier benefit and highlights the importance of adding an FIA to your retirement portfolio. Read this post
By Kyle Tomko May 24, 2021 Episode #195: Does Your Retirement Income Check These Boxes? Annuities, Money Script Monday In this episode of Money Script Monday, Kyle breaks down the three core traits of a successful retirement income plan and introduces a unique tool to meet these needs. Read this post
By Brian Manderscheid May 17, 2021 New Guidelines, New Possibilities Annuities, Concepts, Life Insurance, Sales & Marketing In the wake of emerging competitive policies, Brian Mandershied sheds light on how clients can secure protected income for life, while also leaving the principal amount behind. Read this post
By Adam Reyna May 10, 2021 Episode #193: How to Maximize Lifetime Income with an Indexed Annuity Annuities, Money Script Monday In this episode of Money Script Monday, Adam explains how to achieve security and protection from a down market by diversifying retirement income with an indexed annuity, bonuses, and multipliers. Read this post
By Sal Mendoza May 3, 2021 Episode #192: Increasing Your Social Security Benefit by Leveraging an Annuity Annuities, Money Script Monday In this episode of Money Script Monday, Sal demonstrates how to potentially increase your social security benefit by delaying withdrawal and supplementing retirement income with an annuity. Read this post
By Michael Clementi April 19, 2021 Episode #190: How to Create Your Own Pension Using an Annuity Annuities, Money Script Monday In this episode of Money Script Monday, Michael shows you how you can incorporate an annuity into your financial plan as a wealth preservation vehicle to create guaranteed retirement income that will last your lifetime. Read this post
By Sean Brady March 15, 2021 Episode #185: A Complete Guide to Fixed Index Annuity Cap and Spread Renewals Annuities, Money Script Monday In this episode of Money Script Monday, Sean highlights the tax-deferred growth potential behind a fixed index annuity and discusses the 3 main factors insurance companies use to determine a policy’s cap, spread, and renewal rates. Read this post