By Kyle Tomko December 2, 2019 Episode #125: A Detailed Breakdown on How Your Annuities are Taxed Annuities, Money Script Monday In this episode of Money Script Monday, Kyle explains the idea of tax deferral, which allows you to postpone income taxation until retirement. Read this post
By Robert Reaburn November 25, 2019 Episode #124: 4 Myths Commonly Held About the Stock Market That You Still Believe Investments, Money Script Monday In this episode of Money Script Monday, Robert provides insight on how the stock market can be a useful tool to generate long-term wealth. Read this post
By Sal Mendoza November 18, 2019 Episode #123: If (and Whether) You Should Buy Annuities in this Low-Interest Rate Environment Annuities, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal highlights an opportunity to help your clients build a source of guaranteed lifetime income and leave a legacy for their loved ones. Read this post
By Gabe Lindemann November 11, 2019 Episode #122: Are You Charging Enough for Your College Planning Services? College Planning, Concepts, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Gabe presents a strategy for structuring your client fees to lead to more college funding opportunities and ultimately earning more revenue. Read this post
By Luke Geller November 4, 2019 Episode #121: Premium Finance Made Simple Money Script Monday, Premium Finance In this episode of Money Script Monday, Luke explains how to use Premium Financing as an essential tool in your overall estate planning strategy. Read this post
By Brian Manderscheid October 28, 2019 Episode #120: How to Protect a Portion of Your Retirement from Stock Market Losses & Taxes Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian introduces a financial vehicle that is designed to shelter income from stock market volatility and increases in taxes 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 Marcus Kiel October 14, 2019 Episode #118: IUL Crediting Strategy: Guarantees, Credits and How it All Works Annuities, Life Insurance, Money Script Monday In this episode of Money Script Monday, Marcus explains one crediting strategy that allows you to participate in stock market gains and protects you from losses. Read this post
By Dan Tatulli October 7, 2019 Episode #117: The Million Dollar Diagram Life Insurance, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan provides a precise blueprint on how to sell more and larger indexed universal life cases. Read this post
By Robert Reaburn September 30, 2019 Episode #116: Understanding Management Fees Paid by the Client Concepts, Investments, Money Script Monday In this episode of Money Script Monday, Robert reviews how to measure the total value you can expect to receive with a full-service advisory approach compared to a DIY approach. Read this post