By Sean Brady February 26, 2024 Episode #319: Why Your Estate Plan Needs to be Flexible Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean emphasizes the importance of building a flexible estate plan that factors for changes in tax laws, family dynamics, and needs so you can provide a lasting legacy to loved ones. Read this post
By Kevin Nuber February 12, 2024 Episode #318: IUL Has Strong Minimum Guarantees Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin demonstrates how a properly structured IUL policy has guarantees that make it a strong option even in the worst-case scenario. Read this post
By Laurence Williams January 29, 2024 Episode #316: 3 P's of Estate Planning Life Insurance, Money Script Monday In this episode of Money Script Monday, Laurence advocates for estate planning by presenting information that can help anyone secure their legacy, protect their loved ones, and provide the most to their beneficiaries. Read this post
By Luke Geller December 11, 2023 Episode #312: Turning Compounding Interest into a Tax-Free Gold Mine Life Insurance In this episode of Money Script Monday, Luke details how compounding interest and specific tax codes built into IUL contribute to this financial vehicle’s ability to provide tax-free supplemental income in retirement. Read this post
By Michael Clementi December 4, 2023 Episode #311: Create Guaranteed Lifetime Income Today Life Insurance, Money Script Monday In this episode of Money Script Monday, Michael illustrates the value of having guaranteed lifetime income as an essential component of a healthy retirement plan. Read this post
By Brian Manderscheid November 20, 2023 Episode #309: How to Get GUARANTEED Income From an IUL Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian provides a transparent explanation of IUL while demonstrating how it can create guaranteed income through different case studies. Read this post
By Adam Reyna November 6, 2023 Episode #307: IUL Crediting Explained Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam sheds light on how the cash value component of an IUL policy accumulates across various index crediting methods. Read this post
By Greg Horak November 1, 2023 Reinsurance Isn't As Scary As You Think Life Insurance In Greg's article featured in Broker World Magazine, he details the steps involved in the reinsurance process that furthers advisors' familiarity and understanding of it so they can best serve their high-net-worth clients. Read this post
By Brian Manderscheid September 12, 2023 Cash Isn't King Life Insurance In this piece, Brian exhibits how an IUL policy's favorable liquidity terms could be advantageous to your client's financial plan as mortgage rates reach a new 22-year high. Read this post
By Luke Geller September 11, 2023 Episode #299: If Taxes Never Increase Again, Won't My Retirement Be Safe? Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke provides a story reflecting various retirement plans to demonstrate how taxed, tax-deferred, and tax-free account structures can drastically affect an individual’s retirement. Read this post