By Robert Reaburn June 18, 2018 Episode #54: Asset Allocation: Using Time and Volatility to Your Client's Advantage Investments, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Robert explains how to use a time driven approach to identify your client’s financial goals and maximize their growth potential. Read this post
By Robert Reaburn March 19, 2018 Episode #41: Redefining the Financial Planning Process Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Rob proposes a new approach to the way financial plans are structured that recreate the stability and income that was so popular during the Defined Benefit Era. Read this post
By Robert Reaburn November 6, 2017 Episode #24: [Market Update] What to Expect Over the Next 3-6 Months and How to React Investments, Money Script Monday In this episode of Money Script Monday, Robert breaks down the current state of the economy and gives his perspective on where the markets may go as we finish out the year and head into 2018. Read this post
By Robert Reaburn August 14, 2017 Episode #12: LifePro Asset Management: Your Turnkey Advisory Solution Investments, Money Script Monday, Sales & Marketing You have been using life insurance and annuities to help clients accumulate principal protected savings in a tax efficient manner for years. In this episode of Money Script Monday, Rob introduces LifePro Asset Management, a new platform that complements... Read this post
By Robert Reaburn July 17, 2017 Episode #8: A Better Alternative to Bonds During a Rising Interest Rate Environment Annuities, Investments, Money Script Monday Approaching retirement soon? If so, your investment portfolio may be heavily invested in either government and/or investment grade corporate bonds. With the recent rise in interest rates, you may want to consider alternatives that hedge the risk posed by bonds in this environment. Read this post
By Robert Reaburn October 6, 2016 The DOL Fiduciary Ruling: 6 Months Later Annuities, Investments LifePro wants to make it easy for our advisors and agents to navigate the changing landscape and make the necessary adjustments required by the Department of Labor. Read this post