By Sal Mendoza June 13, 2022 Episode #243: Return of the Split Annuity Annuities, Money Script Monday In this episode of Money Script Monday, Sal unpacks how two products that have been on the sidelines for years can now be utilized in tandem by ultra-conservative clients. Read this post
By Allee Marchini June 6, 2022 Episode #242: How an Advisor Used 6-Steps to Achieve a Staggering 284% ROI Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Allee unveils the simple but effective 6-step strategy that landed a top advisor an outstanding return on investment. Read this post
By Kevin Nuber May 23, 2022 Episode #241: How the Wealthy Use Leverage to Pay for Estate Taxes Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin analyzes 5 estate tax scenarios and how it could be more beneficial to use other people’s money to reduce out-of-pocket costs. Read this post
By Tim Devlin May 16, 2022 Episode #240: How to Use Stock Market Turmoil to Your Advantage Investments, Money Script Monday In this episode of Money Script Monday, Tim dives into current events affecting the market and the strategies and framing that investors can use to view drawdowns not as a time to panic but rather as an opportunity. Read this post
By Sean Brady May 6, 2022 Episode #239: Why a Social Security Review is so Important Concepts, Money Script Monday In this episode of Money Script Monday, Sean explains how to enhance your social security benefits and when it is most optimal to start taking benefits. Read this post
By Adam Reyna May 2, 2022 Episode #238: Premium Finance 101: Risk vs. Reward Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam breaks down the basics of premium finance and how the risk affects the reward of the policy. Read this post
By Jaime Ramirez April 25, 2022 Episode #237: Website Design Best Practices That Will Boost Your Conversion Rate Money Script Monday, Sales & Marketing In this week’s episode of Money Script Monday, Jaime unpacks what to pay attention to when designing your business website and provides valuable resources to check your website's functionality. Read this post
By Michael Clementi April 18, 2022 Episode #236: Will Your Retirement Income Take a H.I.T.? Annuities, Money Script Monday In this episode of Money Script Monday, Michael brings light to retirees running out of money too early and offers effective solutions. Read this post
By Brian Manderscheid April 11, 2022 Episode #235: The 5 Red Flags of Premium Finance Plans Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian unveils 5 deceitful marketing tactics to be aware of when considering purchasing a premium finance plan. Read this post
By Gabe Lindemann April 4, 2022 Episode #234: College Planning: When’s It Too Early to Begin? College Planning, Concepts, Money Script Monday In this episode of Money Script Monday, Gabe breaks down the timeline parents should be considering to best prepare financially for their children’s higher education. Read this post