By Kyle Tomko February 8, 2021 Episode #180: How to Generate Guaranteed Tax-Free Income Annuities, Money Script Monday In this episode of Money Script Monday, Kyle explains the power behind the split annuity and Roth conversion strategy and how you can incorporate it into your retirement plan to significantly reduce future taxes. Read this post
By Laurence Williams February 1, 2021 Episode #179: The Important Role of Life Insurance in Estate Planning Life Insurance, Money Script Monday In this episode of Money Script Monday, Laurence reveals how life insurance can help provide funds to pay estate taxes and be an effective way to transfer wealth to your beneficiaries. Read this post
By Michael Clementi January 25, 2021 Episode #178: 5 Ways to Earn Money in a Volatile Market Annuities, Money Script Monday In this episode of Money Script Monday, Michael reviews how market volatility may impact your retirement income strategy and provides 5 simple tips for diversifying your portfolio. Read this post
By Sal Mendoza January 18, 2021 Episode #177: What Does It Take to Be a Successful Financial Advisor? Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal discusses the 4 stages of advisor growth and shows how to best utilize back-office support to free up your time and reach the next level. Read this post
By Marcus Kiel January 11, 2021 Episode #176: How to Eliminate Market Recovery Using an IUL Life Insurance, Money Script Monday In this episode of Money Script Monday, Marcus unpacks the cost of recovering a portfolio’s losses and explains how to incorporate an indexed universal life policy into your retirement strategy to reduce these risks. Read this post
By Kevin Nuber December 21, 2020 Episode #175: How to Increase Show Up Rates for Webinars and Live Events Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Kevin reviews six elements that every webinar post-registration sequence can incorporate right now to double attendance rates. Read this post
By Sean Brady December 14, 2020 Episode #174: How to Balance Your Portfolio's Risk and Return Potential Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean shares the importance of asset diversification in a well-balanced portfolio and explains the accumulation potential behind a life insurance policy. Read this post
By Luke Geller December 7, 2020 Episode #173: Sequence of Return Risk: Is Your Retirement Safe? Concepts, Money Script Monday In this episode of Money Script Monday, Luke illustrates how to mitigate return risk with 3 simple steps intended to protect your retirement strategy and the longevity of your investment portfolio. Read this post
By Dan Tatulli November 30, 2020 Episode #172: The Future of Financial Services in 2021 and Beyond Money Script Monday, Sales & Marketing In this week’s episode of Money Script Monday, Dan explains how to secure client’s trust and long-term loyalty with an online selling platform designed to streamline your sales. Read this post
By Brian Manderscheid November 23, 2020 Episode #171: Will AG-49A Lead to the Death of IUL Sales? Money Script Monday, Sales & Marketing In this week’s episode of Money Script Monday, Brian unpacks AG-49A’s impact on illustrated rates, multiplier performance, and consumer value. Read this post