By Kyle Tomko September 5, 2024 Fed to Cut Rates? Secure 17-Year High Annuity Rates Now Annuities In Kyle's article featured in Advisor Perspectives, he draws attention to the timely opportunity to lock in elevated annuity rates before the potential cuts this month. Read this post
By Sal Mendoza August 26, 2024 Episode #344: The 3 Secret Considerations for Retirement Success Life Insurance, Money Script Monday In this episode of Money Script Monday, Sal warns retirees of the potential financial consequences of neglecting to make a plan for their long-term care that prepares them for any eventuality. Read this post
By Kevin Nuber August 19, 2024 Episode #343: How to Avoid Missing Out on a Secure Retirement Annuities, Money Script Monday In this episode of Money Script Monday, Kevin highlights the high cost of waiting to save for retirement and explains how locking in today’s favorable rates presents an opportunity for those looking to secure more guaranteed income in retirement. Read this post
By Jaime Ramirez August 12, 2024 Episode #342 - Enhance Workshop Conversions with These Presentations Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jaime walks through the logistics of LifePro’s versatile signature sales presentations which have years of proven results from advisors who have implemented this program into their sales process. Read this post
By Lucas Miller August 8, 2024 How Retirees Are Multiplying Their Spending Power Annuities In this blog, Lucas shares research findings on how retirees utilize annuitized income to enhance their spending power and enjoy a more fulfilling, stress-free retirement. Read this post
By Sean Brady August 5, 2024 Episode #341: Price and Excess Return Volatility-Controlled Indices Concepts, Money Script Monday In this episode of Money Script Monday, Sean details the differences between Price Return and Excess Return Indices to aid in navigating FIA allocation options and their implications. Read this post
By Laurence Williams July 29, 2024 Episode #340: You Earned It, Protect It! Annuities, Money Script Monday In this episode of Money Script Monday, Laurence brings attention to the increased severity of market volatility for retirees and emphasizes the importance of protected income sources for a stable retirement. Read this post
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 Michael Clementi July 15, 2024 Asset-Based Long Term Care Protection In Michael’s article featured in Broker World Magazine, he highlights the key considerations for addressing the often overlooked challenge of long-term care faced by retirees. Read this post
By Gabe Lindemann July 15, 2024 Episode #338: Optimize Your College Planning Season Returns In this episode of Money Script Monday, Gabriel outlines strategies to optimize your college planning season, ensuring your team can handle increased appointments and convert leads into live cases. Read this post