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 Brian Manderscheid May 25, 2023 Buy, Borrow, Die: This is How the Rich Avoid Taxes Life Insurance In this piece from Brian, he refutes the claims that the advantages of the "Buy, Borrow, Die" strategy are strictly available to the rich by explaining how this strategy can be used with IUL. Read this post
By Laurence Williams May 22, 2023 Episode #286: Is Your Permanent Life Policy on Track? Life Insurance, Money Script Monday In this episode of Money Script Monday, Laurence provides four criteria to consider when evaluating the competence of your current life policy. Read this post
By Brian Manderscheid May 18, 2023 Don't Buy (Or Offer) an IUL Until You Read This Life Insurance With the rockiness we have seen in the stock market, the potential for an upcoming recession, the national debt crisis, and the Tax Cuts and Jobs Act sunsetting in 2026, IUL is positioned well for a continued rise in sales. 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 Kyle Tomko May 8, 2023 Episode #284: Is it Time to Upgrade Your Variable Annuity Policy? Annuities, Money Script Monday In this episode of Money Script Monday, Kyle calls attention to a tremendous opportunity for variable annuity policy owners who are looking to maximize long-term income. Read this post
By Laurence Williams May 1, 2023 How To Create Your Own Private Reserve Wealth Strategy Life Insurance In Laurence's latest article featured in Broker World Magazine, he reveals the most common uses of cash-value life insurance, the way to structure a policy, and how to access your money. Read this post
By Adam Reyna May 1, 2023 Episode #283: How to Keep More Money with Live Events Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Adam provides a new framework for hosting live events that prioritizes the financial advisor so they can keep more of what they make. Read this post
By Michael Clementi April 24, 2023 Episode #282: Accumulation vs Guaranteed Lifetime Income Annuities, Money Script Monday In this episode of Money Script Monday, Michael explores the growth rates, liquidity levels, and accumulation values of two common financial strategies for retirement and provides an example case to illustrate their respective outcomes. Read this post
By Brian Manderscheid April 17, 2023 Episode #281: The Truth Behind the Cost of an IUL Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian presents a case study to exemplify how an IUL could produce more returns than alternative vehicles, even with the same funding. Read this post