By Sal Mendoza June 26, 2017 Episode #5: Using a Hybrid Annuity for Both Immediate Income and Accumulation Annuities, Money Script Monday Sal explains the pros and cons of both immediate and deferred annuities and offers insight into a hybrid annuity that could provide you with both immediate income and accumulation. Read this post
By LifePro Financial Services, Inc. June 12, 2017 Episode #3: Does the '4 Percent Rule' Still Work for Retirement Income? Annuities, Money Script Monday For over a decade, many people have been following the 4% Rule when it comes to figuring out how much to save for retirement. In this episode, Jordan Arias will give you a quick overview of the 4% Rule... Read this post
By Ben Nevejans April 5, 2017 Special News Update - DOL Delayed Annuities, Investments In an expected move, the Department of Labor announced earlier today a delay of the Fiduciary Rules April 10 implementation date to June 9th, 2017. Read this post
By Brian Manderscheid January 19, 2017 How Trump’s Tax Plan May Affect You and Your Clients Annuities, Investments, Life Insurance There are three things that are certain in life: Death, taxes and tax law changes. As it pertains to our industry, one of the biggest agenda items in Trump’s one-hundred-day plan is comprehensive tax reform. Read this post
By Robert Reaburn October 6, 2016 The DOL Fiduciary Ruling: 6 Months Later Annuities, Investments LifePro wants to make it easy for our advisors and agents to navigate the changing landscape and make the necessary adjustments required by the Department of Labor. Read this post
By LifePro Financial Services, Inc. August 30, 2016 Become a Trusted Advisor with the InsMark Compare Report Annuities, Life Insurance In light of the recent DOL ruling, strict fiduciary standards will soon be imposed to ensure we’re acting in the best interest for our clients. Read this post
By LifePro Financial Services, Inc. May 19, 2016 Key Takeaways from EBRI’s 2016 Retirement Confidence Survey Annuities, Investments, Life Insurance LifePro would like to share results from the Employee Benefit Research Institute’s Retirement Confidence Survey. Read this post
By Dan Tatulli April 7, 2016 A Message from LifePro Regarding the DOL Ruling Annuities, Investments The Department of Labor recently released its final rule requiring advisors overseeing retirement accounts (not taxable accounts) to act under a fiduciary standard to put their clients’ interests ahead of their own. Read this post
By LifePro Financial Services, Inc. January 11, 2016 Key Numbers to Review for 2016 Annuities, Investments, Life Insurance There is a certain list of numbers to keep in mind all throughout this year. Read this post
By LifePro Financial Services, Inc. November 19, 2015 Selecting and Evaluating Carriers Annuities, Concepts, Investments, Life Insurance, Sales & Marketing Learn about how we evaluate carriers and the relationships we have with them within this month's Perspective article. Read this post