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 Sean Brady August 31, 2020 Episode #160: 3 Ways to Add More Value to Your Retirement Income Conversations Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sean goes over critical topics to review with your clients when discussing strategies to meet their financial goals. Read this post
By Sean Brady June 29, 2020 Episode #151: 7 Questions to Ask Before You Pick an Index Allocation Annuities, Money Script Monday In this episode of Money Script Monday, Sean focuses on flexibility, complexity, and transparency to help determine if a fixed index annuity is appropriate for you. Read this post
By Sean Brady February 10, 2020 Episode #133: Discover How the Sequence of Returns Will Impact Your IUL Loans Annuities, Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean shows you how interest rate variations and timing of those interest rates can significantly impact the accumulation value of your policy. Read this post
By Sean Brady October 21, 2019 Episode #119: Things You Need to Consider When Funding Your IUL with Qualified Money Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean presents 5 categories to focus on when repositioning your retirement income to an indexed universal life policy. Read this post
By Sean Brady August 26, 2019 Episode #112: How to Prepare for Inflation and Rising Health Care Costs Annuities, Concepts, Money Script Monday In this episode of Money Script Monday, Sean presents 7 steps to reduce the impact of rising inflation and health care costs on your retirement savings. Read this post
By Sean Brady June 24, 2019 Episode #103: The Truth About FIAs: Myths vs. Realities Annuities, Money Script Monday In this episode of Money Script Monday, Sean provides clarity on the 5 most common myths surrounding Fixed Indexed Annuities. Read this post
By Sean Brady April 8, 2019 Episode #93: Does Your Portfolio Have Too Much Interest Rate Risk? Annuities, Money Script Monday In this episode of Money Script Monday, Sean explains the importance of diversifying your financial portfolio to protect your income throughout retirement. Read this post
By Sean Brady January 28, 2019 Episode #83: Does Your Retirement Income Strategy Reflect Your Income Needs? Annuities, Money Script Monday In this episode of Money Script Monday, Sean presents four steps to determine if your current retirement approach is helping you to achieve your long-term financial goals. Read this post
By Sean Brady November 26, 2018 Episode #76: Why the Government Supports Lifetime Income Options Annuities, Money Script Monday In this episode of Money Script Monday, Sean explains why the federal government believes retirement plan participants are better served by having the opportunity to elect a portion of their savings in annuity form. Read this post