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
By Sara Sullivan July 8, 2024 Episode #337: Financial Challenges of Gen X in Retirement Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sara emphasizes the importance of addressing Gen X’s top concerns and providing professional support to demonstrate the need for financial advisors in this demographic. 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 Kyle Tomko June 17, 2024 Episode #334: How Annuity Producers Host Events Without Paying Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Kyle demonstrates how LifePro’s lucrative annuity cost share program promotes advisor growth by reducing expenses, increasing margins, and growing their bottom line. 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