By Luke Geller April 1, 2019 Episode #92: 3 Questions You Need to Answer Before You Retire Concepts, Money Script Monday In this episode of Money Script Monday, Luke goes over specific steps you can act on today to reach your future retirement goals. Read this post
By Dan Tatulli March 25, 2019 Episode #91: How to Answer the Question, "So...What Do You Do?" Concepts, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan provides a three-step formula for creating a powerful one-liner. Read this post
By Kevin Nuber March 18, 2019 Episode #90: How to Get the Most Out of Social Security Concepts, Money Script Monday In this episode of Money Script Monday, Kevin outlines a path towards creating an optimal retirement strategy to generate more guaranteed income and maximize your social security benefits. Read this post
By LifePro Financial Services, Inc. February 22, 2019 Financial Advisors Establish Breakthrough Goals at LifePro Summit 2019 Annuities, Concepts, Investments, Life Insurance, Sales & Marketing On February 13, 2019 LifePro presented their annual Summit event to a jam-packed house of nearly 200 attendees. Read this post
By Brian Manderscheid January 16, 2019 How to Prepare Your Clients for Another Stock Market Crash Annuities, Concepts We can’t go back in time to avoid massive stock market crashes of the past, but we can take some practical steps today to help our clients protect themselves from future losses. Read this post
By Kevin Nuber October 22, 2018 Episode #71: The Impact of Taxes in Retirement Concepts, Money Script Monday In this episode of Money Script Monday, Kevin demonstrates the reasons why taxes should be regarded as a MAJOR factor when planning for retirement. Read this post
By Gabe Lindemann May 7, 2018 Episode #48: EFC Option #3 for College Funding: Indexed Universal Life College Planning, 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 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 LifePro Financial Services, Inc. February 16, 2018 Financial Advisors Kick-Start 2018 at LifePro Summit Annuities, Concepts, Investments, Life Insurance, Sales & Marketing On February 15, 2018 LifePro presented their annual Summit event to a packed house of nearly 300 attendees - made up of financial advisors, insurance carrier representatives, and other industry experts. Read this post
By LifePro Financial Services, Inc. February 12, 2018 Episode #36: Estate Planning: Breaking Down the Importance of a Trust Concepts, Money Script Monday In this episode of Money Script Monday, Joe reviews the aspects of a trust and underscores the purpose of why every individual should have an estate plan in place. Read this post