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
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