By Sean Brady September 24, 2018 Episode #67: When Should I Retire? Annuities, Money Script Monday In this episode of Money Script Monday, Sean goes over the five steps you need to consider when deciding the optimal time to retire. Read this post
By Sean Brady July 23, 2018 Episode #59: Understanding Modified Endowment Contracts Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean walks you through the potential tax implications and ideal candidates for a MEC. 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 Sean Brady February 19, 2018 Episode #37: Five Ways to Access Your Cash Value in an IUL Policy Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean goes over the five ways to access your policy's cash value when you want, for what you want. Read this post
By Sean Brady August 7, 2017 Episode #11: The 3 Most Frequently Asked Questions about FIAs Annuities, Money Script Monday In this episode of Money Script Monday, Sean answers the three most frequently asked questions consumers bring up when they are considering a fixed index annuity. Read this post
By Sean Brady July 3, 2017 Episode #6: Selecting an Index Crediting Method for Your IUL Policy Life Insurance, Money Script Monday One benefit of an IUL is its potential to gain interest based on an external index. But how much indexed interest you receive will vary, depending on several factors. One factor is the interest-crediting method you choose for your IUL. Read this post