By Kyle Tomko January 23, 2023 Episode #270: The Truth Behind How Annuity Companies Make Money Annuities, Money Script Monday In this episode of Money Script Monday, Kyle dispels the most common annuity myth and explains what an insurance carrier does with the money you pay into a policy. Read this post
By Michael Clementi January 9, 2023 Episode #269: Do You Have Retirement Income Insurance? Annuities, Money Script Monday In this episode of Money Script Monday, Michael explains how you can use an annuity to create an additional stream of income in retirement similar to a social security or pension plan. 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 Michael Clementi December 12, 2022 Episode #267: Is an Annuity Right for You? Annuities, Money Script Monday In this episode of Money Script Monday, Michael addresses the most common misconceptions about annuities and breaks down how they can help generate income for life. Read this post
By Sean Brady November 21, 2022 Episode #264: How to Address the Rising Cost of Living During Retirement Annuities In this episode of Money Script Monday, Sean unpacks income annuity benefits to explain how FIAs can offer not only guaranteed lifetime income but increasing income in retirement. Read this post
By Luke Geller October 24, 2022 Episode #260: The Hidden Opportunity Amidst the Market Unknowns Annuities, Money Script Monday In this episode of Money Script Monday, Luke unveils the lesser-known strategies that are available to help retirees protect their retirement goals from economic uncertainty. Read this post
By Michael Clementi October 3, 2022 Episode #257: How to Better Understand Annuities Using an Income Report Annuities, Money Script Monday In this episode of Money Script Monday, Michael explains how using tools like an income report can break down concept financial concepts like annuities into easy-to-digest lessons. Read this post
By Kyle Tomko September 12, 2022 Episode #254: Is the Bucket Withdrawal Strategy Right for You? Annuities, Money Script Monday In this episode of Money Script Monday, Kyle dives into what the bucket withdrawal retirement strategy is and how it may help protect your retirement plan from market turmoil. Read this post
By Brian Manderscheid August 15, 2022 Episode #251: Is the 60/40 Portfolio Dead?... Introducing the New 60/20/20 Annuities, Money Script Monday In this episode of Money Script Monday, Brian illustrates a new portfolio design to further diversify retirement plans and mitigate risks like market volatility and running out of money. Read this post
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