By Sara Sullivan September 25, 2023 Episode #301: How to Avoid 6 Common Mistakes When Presenting Online Concepts, Money Script Monday In this episode of Money Script Monday, Sara offers valuable advice on how to avoid common and detrimental mistakes when presenting online so financial professionals can maximize their success. Read this post
By Laurence Williams September 5, 2023 Enhancing Executive Retention Strategies Through Indexed Universal Life Insurance Concepts In Laurence's latest article featured in Broker World Magazine, he presents a strategic approach for business owners that combines life insurance and executive retention to attract and retain valuable talent. Read this post
By Kevin Nuber August 28, 2023 Episode #298: Why Take Risk if You Don't Have to? Concepts, Money Script Monday In this episode of Money Script Monday, Kevin juxtaposes retirement portfolios with differing levels of risk to demonstrate how market conditions impact the outcome of a retiree’s income. Read this post
By Brittany Maples August 2, 2023 Fitch Cuts U.S. Credit Rating During Debt Crisis Concepts The only other time that the U.S. has been cut from its highest AAA rating was by S&P in 2011 when budget standoff issues and a prolonged fight over the government's borrowing limit caused unnecessary borrowing costs. Read this post
By Adam Reyna July 24, 2023 Episode #293: Financing Your Retirement with Other People's Money Concepts, Money Script Monday In this episode of Money Script Monday, Adam demonstrates how financing allows for larger capital purchases and explains how financing can be used to accomplish more income in retirement while using less of your own money. Read this post
By Luke Geller June 12, 2023 Episode #288: The Safe Retirement Checklist to Protect Your Future Concepts, Money Script Monday In this episode of Money Script Monday, Luke forecasts the biggest retirement risks to illuminate their dangers and offers potentially safer strategies for retirement security. Read this post
By Gabe Lindemann June 5, 2023 Episode #287: Underwriting Preparation for a College Planning Case Concepts, Money Script Monday In this episode of Money Script Monday, Gabe breaks down the underwriting process and emphasizes the importance of keeping your college planner up to date with any changes. Read this post
By Sal Mendoza May 15, 2023 Episode #285: Spender, Saver, and Wealth Creator Concepts In this episode of Money Script Monday, Sal highlights the overlooked wealth creator approach to finances that actively works towards growth accumulation rather than debt avoidance. Read this post
By Kevin Nuber March 7, 2023 Three Rules To Help Make The Promise Of A Successful IUL Come True Concepts, Life Insurance In Kevin's latest article featured in Broker World Magazine, he details three rules of an IUL that can either make or break its success. Read this post
By Luke Geller February 13, 2023 Episode #273: Using Hybrid Leveraging to Multiply Your Tax-Free Retirement Concepts, Money Script Monday In this episode of Money Script Monday, Luke explains the difference between getting taxed now versus later and the benefits of using hybrid financing to purchase a cash-value life insurance policy. Read this post