By Parker Obert October 4, 2021 Premiere Industry Event Returns...In-Person Annuities, Concepts, Investments, Life Insurance, Sales & Marketing This past Thursday, September 23rd LifePro successfully hosted their first ever hybrid LifePro University with advisors from around the country choosing to either log in virtually or attend in person at the Westin Carlsbad Resort & Spa. Read this post
By Jeff La Pierre September 13, 2021 Episode #208: 3 Products You Actually Won't Lose If You Don't Use Life Insurance, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jeff breaks down all you need to know about accelerated benefit and long-term care riders – how they’re used in a financial plan, who qualifies, and how to access the benefits. Read this post
By Sal Mendoza August 30, 2021 Episode #207: The Best 3-to-1 Leverage in a Premium Finance Plan Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal will explain how a properly structured premium finance plan can lead to a potential 45% increase in retirement income. Read this post
By Gabe Lindemann August 9, 2021 Episode #204: How to Overcome Your Clients' Biggest Fears About College Planning Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Gabe presents the key traits of an ideal college planning client and shares 3 insider secrets that will help you show clients the power of your services. Read this post
By Kevin Nuber July 12, 2021 Episode #200: How to Make Money with Money Script Monday Videos Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Kevin gives an ode to the series that has helped make client education easy and the step-by-step process of sharing your personally branded episodes. Read this post
By Brian Manderscheid May 17, 2021 New Guidelines, New Possibilities Annuities, Concepts, Life Insurance, Sales & Marketing In the wake of emerging competitive policies, Brian Mandershied sheds light on how clients can secure protected income for life, while also leaving the principal amount behind. Read this post
By Brian Manderscheid March 8, 2021 Episode #184: Will the 7702 Tax Guideline Changes Open the IUL Floodgates? Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Brian explains the impact of the new 7702 guidelines on whole life and IUL policies and what changes to anticipate from IUL carriers in terms of their cash value, minimum death benefit, and MEC limits. Read this post
By Gabe Lindemann March 1, 2021 Episode #183: What Are the Four Key Pillars of College Planning Success? Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Gabe discusses how to engage the right audiences, deliver your message effectively, and leverage the College Planning Center with clients to maximize the efforts of your college planning services. Read this post
By Sal Mendoza January 18, 2021 Episode #177: What Does It Take to Be a Successful Financial Advisor? Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal discusses the 4 stages of advisor growth and shows how to best utilize back-office support to free up your time and reach the next level. Read this post
By Kevin Nuber December 21, 2020 Episode #175: How to Increase Show Up Rates for Webinars and Live Events Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Kevin reviews six elements that every webinar post-registration sequence can incorporate right now to double attendance rates. Read this post