By Gabe Lindemann May 7, 2018 Episode #48: EFC Option #3 for College Funding: Indexed Universal Life Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Gabriel continues the conversation and reviews the third option families can take to reduce their EFC by utilizing an IUL contract. Read this post
By Kevin Nuber April 30, 2018 Episode #47: Why Are IUL Charges So High in the Early Years? Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin addresses the upfront costs incurred in the early years of an indexed universal life contract and determines if the benefits outweigh the costs. Read this post
By Brian Manderscheid April 23, 2018 Episode #46: Why You Should Get a Policy Audit Every 3-5 Years Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian goes over six reasons to audit your life insurance policy and provides sample scenarios of how the audit created greater client outcomes. Read this post
By LifePro Financial Services, Inc. April 16, 2018 Episode #45: Creating Guaranteed Income From Your Qualified Account Annuities, Money Script Monday In this episode of Money Script Monday, Joe shows you how to set aside a portion of your retirement savings to create a guaranteed source of lifetime income. Read this post
By Gabe Lindemann April 9, 2018 Episode #44: EFC Option #2 for College Funding: Stacking MYGA Concepts, Money Script Monday In this episode of Money Script Monday, Gabriel continues the conversation and reviews the second option families can take to reduce their EFC by utilizing a Stacking MYGA. Read this post
By Sean Brady April 2, 2018 Episode #43: How to Properly Fund an IUL Policy Per the IRS Guidelines Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean shows you how to properly fund an IUL policy in accordance with the federal laws: TEFRA, DEFRA, and TAMRA Read this post
By Tom Hegna March 29, 2018 Don't Overlook This Demographic When Prospecting Annuities, Concepts In this post, Tom discusses the unique retirement risks that affect a very large demographic (and one that we often overlook) ... women, and takes us through a plan of proven solutions. Read this post
By Dan Tatulli March 26, 2018 Episode #42: The Formula for Creating the Most Successful Marketing Campaigns Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan reveals the marketing formula used that helped an advisor grow his business by 55% and operate over a half million dollar shop (in less than one year). Read this post
By Allee Marchini March 20, 2018 LifePro Asset Management is Growing! Investments LPAM is proud to announce the newest member to their growing team, Emily Zerbato. As the firm's Compliance Analyst, Emily will be responsible for managing a robust compliance platform that allows advisors to protect and safely grow their current investment business. 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