By Brian Manderscheid July 22, 2024 Episode #339: How to Fund an IUL and Get Your Premium Back Life Insurance, Money Script Monday In this episode of Money Script Monday, Brain explains how savers can lock in favorable rates while maximizing the benefits of a life insurance policy by strategically using a premium deposit fund to reclaim premiums and produce more returns. Read this post
By Luke Geller July 1, 2024 Episode #336: The Ultimate Guide to IUL Index Options Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke presents a comprehensive overview of how indexing works, why insurance companies can offer a zero percent floor, and the vital role of diversification in achieving better returns. Read this post
By Michael Clementi June 24, 2024 Episode #335: 17-Year-Old IUL Policy Performance Review Life Insurance, Money Script Monday In this episode of Money Script Monday, Michael provides a real-life case study to showcase IUL’s ability to outperform projections and offer significant benefits to the policyholder. Read this post
By Adam Reyna June 10, 2024 Episode #333: How IUL Can Fill These 4 Financial Gaps Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam discusses how leveraging IUL can provide a comprehensive, diverse, and stable retirement income plan. Read this post
By Luke Geller June 6, 2024 The Modern Entrepreneur’s Playbook To Key Employee Retention Concepts, Life Insurance In Luke’s article featured in Broker World Magazine, he reveals effective business strategies using endorsement-based split-dollar plans and Kai-Zen leveraging for entrepreneurs to attract and retain top talent. Read this post
By Sal Mendoza June 3, 2024 Episode #332: Become an Elite Producer With This IRA Move Life Insurance, Money Script Monday In this episode of Money Script Monday, Sal outlines a unique IRA strategy that protects assets, provides significant tax benefits, and prevents a strain on savings due to future healthcare costs. Read this post
By Sean Brady May 8, 2024 Bend Don’t Break: Flexibility In Estate Planning With Index Universal Life Insurance Life Insurance In Sean’s article featured in Broker World Magazine, he explains why estate plans need flexibility while presenting IUL as a solution that offers tax advantages, financial protection, and the ability to adjust to evolving needs. Read this post
By Luke Geller April 1, 2024 Episode #324: A Unique Strategy to Recruit and Retain Key Employees Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke outlines the innovative benefits of a split-dollar arrangement for business owners aiming to revolutionize their company’s employee retention and amplify their business’s value, stability, and success. Read this post
By Sean Brady February 26, 2024 Episode #319: Why Your Estate Plan Needs to be Flexible Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean emphasizes the importance of building a flexible estate plan that factors for changes in tax laws, family dynamics, and needs so you can provide a lasting legacy to loved ones. Read this post
By Kevin Nuber February 12, 2024 Episode #318: IUL Has Strong Minimum Guarantees Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin demonstrates how a properly structured IUL policy has guarantees that make it a strong option even in the worst-case scenario. Read this post