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
By Adam Reyna September 23, 2019 Episode #115: How to Get Paid Faster on Annuities Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Adam presents three ways to quickly expedite your annuity cases from submitted to paid. Read this post
By Kevin Nuber September 16, 2019 Episode #114: The One MAJOR Difference Between a Bank and an Insurance Company Annuities, Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin reviews the importance of working with a highly rated insurance company to protect your guaranteed death benefit and lifetime income. Read this post
By Luke Geller September 9, 2019 Episode #113: The Ultimate Guide to Hybrid Long Term Care Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke explains why adding a long term care rider to your life insurance policy can protect your family from the burden of medical expenses. Read this post