By Jaime Ramirez May 6, 2024 Episode #329: 5 Email Marketing Strategies to Increase Opens and CTRs Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jaime expands on transformative email marketing strategies that improve your content, increase engagement, and strengthen your connection with prospective clients. Read this post
By Brittany Maples May 2, 2024 Your Comprehensive Guide to the DOL Fiduciary Rule Update Concepts Familiarize yourself with the DOL's new ruling in this guide covering the fiduciary definition changes, how to determine if your transaction is subject to the new ruling, PTEs, and steps to prepare for the ruling to go into effect. Please keep in touch with your FSR for further information and trainings. Read this post
By Laurence Williams April 29, 2024 Episode #328: Building and Protecting Retirement Income Annuities, Money Script Monday In this episode of Money Script Monday, Laurence demonstrates the importance of alternative funding strategies for retirement readiness that can protect against the risks of market volatility and longevity. Read this post
By Brian Manderscheid April 22, 2024 Episode #327: Roth IRA Conversion Tax Traps Concepts, Money Script Monday In this episode of Money Script Monday, Brian warns of the potential tax pitfalls of Roth IRA conversions by considering future tax scenarios and providing a comprehensive guide to some of the most pertinent tax thresholds. Read this post
By Brittany Maples April 18, 2024 Modern Retirement Planning Insights from Ancient Greece In Brittany's article featured in Advisor Perspectives, she emphasizes the timely opportunity for retirement-bound Americans to capitalize on current high-yield annuity rates. Read this post
By Gabe Lindemann April 15, 2024 Episode #326: How to Access Cash Value with a College Funding Plan College Planning, Money Script Monday In this episode of Money Script Monday, Gabe navigates variable loans, fixed-rate loans, and withdrawal loans to guide families through their college funding process. Read this post
By Sara Sullivan April 8, 2024 Episode #325: 6 Key Drivers of Your Client's Happiness in Retirement Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sara offers invaluable lessons on connecting with clients' genuine aspirations and fears based on the latest research data of those approaching or currently in retirement. Read this post
By Laurence Williams April 2, 2024 Empowering High-Net-Worth Clients To Financial Success Concepts In Laurence's article featured in Broker World Magazine, he provides the foundational springboard to launch your services to new heights by highlighting the benefits of offering estate planning, presenting solutions to looming tax threats, and providing alternatives for a range of clients. 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 Michael Clementi March 25, 2024 Episode #323: Why Should I Buy an Annuity? Annuities, Money Script Monday In this episode of Money Script Monday, Michael explains why annuities may be the missing piece to your retirement planning puzzle by rationally weighing the costs and benefits of this lucrative financial strategy. Read this post