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
By Gabe Lindemann February 6, 2023 Episode #272: How to Use the Winter Months to Your College Planning Advantage Concepts, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Gabe challenges you to re-consider the college planning “off-season” and presents an incredible opportunity to tackle your 2023 production goals. Read this post
By Sal Mendoza January 30, 2023 Episode #271: Triple Your Production with Circle of Wealth® Software Concepts, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal explains how top advisors utilize this powerful communication tool to provide tailored solutions that can result in a sale. Read this post
By Parker Obert December 28, 2022 Five Steps to Building a Credible LinkedIn Profile Concepts, Sales & Marketing In Parker's article featured in Broker World Magazine, he talks through 5 simple yet effective social media strategies that can help you use LinkedIn to bring in consistent leads. Read this post
By Brian Manderscheid December 20, 2022 Will the 2022 Annuity Opportunity Still Be Available in the New Year? Annuities, Concepts, Sales & Marketing Amidst recording-breaking annuity rates, Brian sheds light on how clients are de-risking their portfolios prior to what most believe will be a rocky, recessionary year in 2023. Read this post
By Adam Reyna December 19, 2022 Episode #268: How to Bridge the Social Security Gap Concepts, Money Script Monday In this episode of Money Script Monday, Adam explains how you can supplement Social Security income to help reduce the chances of outliving your money in retirement. Read this post
By Sara Sullivan December 7, 2022 Six Reasons Why You Should Hire An Assistant And Invest In Yourself Concepts, Sales & Marketing In Sara's article featured in Broker World Magazine, she discusses six reasons why hiring an assistant can streamline your business operations and increase your production. Read this post
By Michael Clementi November 8, 2022 Is Your IMO Working For Your Success? Concepts In Michael's latest article featured in Broker World Magazine, he tells the story behind LifePro Financial's founder Bill Zimmerman and how he built an IMO unique from all the rest. Read this post
By Laurence Williams October 4, 2022 Three Steps To Protect, Save, and Grow Your Retirement Portfolio Concepts In Laurence's latest article featured in Broker World Magazine, he uses an analogy of building a house to describe the three steps individuals can take to best prepare their retirement nest egg for success. Read this post