By Laurence Williams April 29, 2024 Episode #328: Building and Protecting Retirement Income Annuities, Money Script Monday In this episode of Money Script Monday, Laurence demonstrates the importance of alternative funding strategies for retirement readiness that can protect against the risks of market volatility and longevity. Read this post
By Brian Manderscheid April 22, 2024 Episode #327: Roth IRA Conversion Tax Traps Concepts, Money Script Monday In this episode of Money Script Monday, Brian warns of the potential tax pitfalls of Roth IRA conversions by considering future tax scenarios and providing a comprehensive guide to some of the most pertinent tax thresholds. Read this post
By Gabe Lindemann April 15, 2024 Episode #326: How to Access Cash Value with a College Funding Plan College Planning, Money Script Monday In this episode of Money Script Monday, Gabe navigates variable loans, fixed-rate loans, and withdrawal loans to guide families through their college funding process. Read this post
By Sara Sullivan April 8, 2024 Episode #325: 6 Key Drivers of Your Client's Happiness in Retirement Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sara offers invaluable lessons on connecting with clients' genuine aspirations and fears based on the latest research data of those approaching or currently in retirement. Read this post
By Luke Geller April 1, 2024 Episode #324: A Unique Strategy to Recruit and Retain Key Employees Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke outlines the innovative benefits of a split-dollar arrangement for business owners aiming to revolutionize their company’s employee retention and amplify their business’s value, stability, and success. Read this post
By Michael Clementi March 25, 2024 Episode #323: Why Should I Buy an Annuity? Annuities, Money Script Monday In this episode of Money Script Monday, Michael explains why annuities may be the missing piece to your retirement planning puzzle by rationally weighing the costs and benefits of this lucrative financial strategy. Read this post
By Kyle Tomko March 18, 2024 Episode #322: Order of Tax-Free Strategies Based on Income Concepts, Money Script Monday In this episode of Money Script Monday, Kyle offers five vital strategies, from basic to advanced, to reduce your tax liability and enjoy more financial stability and freedom in retirement. Read this post
By Adam Reyna March 11, 2024 Episode #321: The Popularity of IUL Financing Explained Money Script Monday, Premium Finance In this episode of Money Script Monday, Adam demonstrates how the unique advantages of IUL can guide you toward a more secure financial future without compromising your current lifestyle. Read this post
By Sal Mendoza March 4, 2024 Episode #320: Partnership Designed for Growth-Minded Advisors Concepts, Money Script Monday In this episode of Money Script Monday, Sal provides step-by-step instructions for building a thriving advisory business through a strategic and innovative partnership with LifePro. Read this post
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