By LifePro Financial Services, Inc. March 13, 2020 Now Is the Time to Lead Your Customers With Confidence Annuities, Concepts, Investments, Life Insurance Whether your clients and the American public know it or not, they need our products to secure a healthy, dignified, and protected retirement. After the last two weeks, even the most steadfast believers in equities would have to agree, in times of uncertainties, guarantees are king. Read this post
By Adam Reyna March 9, 2020 Episode #137: Agent Guide: High Net Worth Foreign Nationals Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam presents how to approach a new client demographic you may be overlooking that will help generate more business. Read this post
By Allee Marchini March 3, 2020 Key Takeaways from the 2020 LifePro Summit Annuities, Investments, Life Insurance, Sales & Marketing The LifePro Summit is our major kick-off event that was created with a mission to help and ensure our advisors start the year off right with new ideas and strategies that can be implemented right away! Read this post
By Luke Geller March 2, 2020 Episode #136: The Secret to Using Leverage to Jump-Start Your Retirement Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke presents how financing an Indexed Universal Life policy can help elevate your current retirement strategy. Read this post
By Brian Manderscheid February 17, 2020 Episode #134: Is Index Universal Life a Bad Investment? Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian explains why you may want to consider an IUL for a portion of your retirement portfolio if you're concerned about tax and risk diversification. Read this post
By LifePro Financial Services, Inc. February 10, 2020 Key Numbers to Review for 2020 Annuities, Investments, Life Insurance As an Independent Financial Advisor, you're well aware of how important it is to stay up to date and knowledgeable on any changes to the retirement and tax planning industry. Read this post
By Sean Brady February 10, 2020 Episode #133: Discover How the Sequence of Returns Will Impact Your IUL Loans Annuities, Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean shows you how interest rate variations and timing of those interest rates can significantly impact the accumulation value of your policy. Read this post
By Marcus Kiel January 13, 2020 Episode #129: IUL Trends: “High Bonus, High Charges” Products Life Insurance, Money Script Monday In this episode of Money Script Monday, Marcus presents 4 economic scenarios and reviews the potential financial impact of purchasing non-traditional IUL products. Read this post
By Kevin Nuber December 16, 2019 Episode #127: Proof That IUL Really Works Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin presents 3 essential keys to gain confidence in your Indexed Universal Life policy and provides examples of real life IUL success stories. Read this post
By LifePro Financial Services, Inc. November 15, 2019 NAILBA Awards LifePro CEO One of the Industry's Top Innovators and Trailblazers Annuities, Concepts, Life Insurance, Sales & Marketing With over 60 nominations, LifePro is proud to announce Chief Executive Officer, Heather Ulz, is a recipient of the 2019 NAILBA ID Twenty Award. Read this post