By Brittany Maples August 2, 2023 Fitch Cuts U.S. Credit Rating During Debt Crisis Concepts The only other time that the U.S. has been cut from its highest AAA rating was by S&P in 2011 when budget standoff issues and a prolonged fight over the government's borrowing limit caused unnecessary borrowing costs. Read this post
By Adam Reyna July 24, 2023 Episode #293: Financing Your Retirement with Other People's Money Concepts, Money Script Monday, Premium Finance In this episode of Money Script Monday, Adam demonstrates how financing allows for larger capital purchases and explains how financing can be used to accomplish more income in retirement while using less of your own money. Read this post
By Luke Geller June 12, 2023 Episode #288: The Safe Retirement Checklist to Protect Your Future Concepts, Money Script Monday In this episode of Money Script Monday, Luke forecasts the biggest retirement risks to illuminate their dangers and offers potentially safer strategies for retirement security. Read this post
By Sal Mendoza May 15, 2023 Episode #285: Spender, Saver, and Wealth Creator Concepts In this episode of Money Script Monday, Sal highlights the overlooked wealth creator approach to finances that actively works towards growth accumulation rather than debt avoidance. Read this post
By Kevin Nuber March 7, 2023 Three Rules To Help Make The Promise Of A Successful IUL Come True Concepts, Life Insurance In Kevin's latest article featured in Broker World Magazine, he details three rules of an IUL that can either make or break its success. Read this post
By Luke Geller February 13, 2023 Episode #273: Using Hybrid Leveraging to Multiply Your Tax-Free Retirement Concepts, Money Script Monday In this episode of Money Script Monday, Luke explains the difference between getting taxed now versus later and the benefits of using hybrid financing to purchase a cash-value life insurance policy. Read this post
By Sal Mendoza January 30, 2023 Episode #271: Triple Your Production with Circle of Wealth® Software Concepts, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal explains how top advisors utilize this powerful communication tool to provide tailored solutions that can result in a sale. Read this post
By Parker Obert December 28, 2022 Five Steps to Building a Credible LinkedIn Profile Concepts, Sales & Marketing In Parker's article featured in Broker World Magazine, he talks through 5 simple yet effective social media strategies that can help you use LinkedIn to bring in consistent leads. Read this post
By Brian Manderscheid December 20, 2022 Will the 2022 Annuity Opportunity Still Be Available in the New Year? Annuities, Concepts, Sales & Marketing Amidst recording-breaking annuity rates, Brian sheds light on how clients are de-risking their portfolios prior to what most believe will be a rocky, recessionary year in 2023. Read this post
By Adam Reyna December 19, 2022 Episode #268: How to Bridge the Social Security Gap Concepts, Money Script Monday In this episode of Money Script Monday, Adam explains how you can supplement Social Security income to help reduce the chances of outliving your money in retirement. Read this post