In this episode of Money Script Monday, Sean reveals how taxes on Social Security benefits are based on taxable income and offers a strategy to lower that tax liability.

In this episode of Money Script Monday, Kevin introduces a step-by-step guide to a Roth conversion strategy that can maintain or increase your account balance, minimize tax burdens, and keep your savings intact.

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.

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.

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.

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.

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.

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.

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.

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.