By LifePro Financial Services, Inc. October 16, 2017 Episode #21: Why Every Person (Not Just the Wealthy) Should Have an Estate Plan Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Joe shows you the four critical reasons why everyone should have an estate plan in place. Read this post
By LifePro Financial Services, Inc. September 15, 2017 Key Takeaways from LifePro University 2017 Annuities, Concepts, Investments, Life Insurance, Sales & Marketing On September 14, 2017 LifePro presented their annual LifePro University (LPU) to a packed house of 250 attendees - made up of financial advisors, insurance carrier representatives, and other industry experts. Read this post
By LifePro Financial Services, Inc. September 11, 2017 Episode #16: Your Personal Wealth Report - Part 3 of 3 Life Insurance, Money Script Monday In this episode of Money Script Monday, Jordan concludes the 3-part series about Your Personal Wealth Report and demonstrates how an IUL policy would perform in historical markets. Read this post
By Brian Manderscheid September 4, 2017 Episode #15: Your Personal Wealth Report - Part 2 of 3 Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian continues the conversation about Your Personal Wealth Report and compares the true costs associated with an Indexed Universal Life (IUL) policy against various financial alternatives. Read this post
By Kevin Nuber August 28, 2017 Episode #14: Your Personal Wealth Report - Part 1 of 3 Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin goes over a sample Your Personal Wealth Report that compares the account values of each bucket against an Indexed Universal Life (IUL) policy and shows you how they may perform throughout your retirement. Read this post
By Dan Tatulli August 23, 2017 Lineup Announced for LifePro University 2017 Annuities, Concepts, Investments, Life Insurance, Sales & Marketing LifePro is excited to announce the lineup for this year's LifePro University 2017! Every year, hundreds of independent financial professionals attend LifePro University to learn what's new, what's trending, and what's actually working RIGHT NOW. Read this post
By Kevin Nuber August 21, 2017 Episode #13: Three Biggest Risks during Your Retirement Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin covers the three major risks during your retirement and offers an opportunity for you to test multiple financial vehicles against each risk. Read this post
By Brian Manderscheid July 31, 2017 Episode #10: Test Drive an IUL Life Insurance, Money Script Monday When buying a house or purchasing a vehicle, you're usually given the ability to experience it before making your final decision. With most financial vehicles - including IUL - you're not given such freedom... until now! Read this post
By LifePro Financial Services, Inc. July 6, 2017 How to Conduct a Successful Annual Policy Review in 4 Easy Steps Life Insurance, Sales & Marketing Congratulations! You did it! You helped your client start an Indexed Universal Life (IUL) Insurance policy, which will give their family tax-free death benefit protection. It looks like everything is perfect, but there is more work to be done to ensure the policy performs at its full potential. Read this post
By Sean Brady July 3, 2017 Episode #6: Selecting an Index Crediting Method for Your IUL Policy Life Insurance, Money Script Monday One benefit of an IUL is its potential to gain interest based on an external index. But how much indexed interest you receive will vary, depending on several factors. One factor is the interest-crediting method you choose for your IUL. Read this post