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
By Gabe Lindemann November 11, 2019 Episode #122: Are You Charging Enough for Your College Planning Services? College Planning, Concepts, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Gabe presents a strategy for structuring your client fees to lead to more college funding opportunities and ultimately earning more revenue. Read this post
By Luke Geller November 4, 2019 Episode #121: Premium Finance Made Simple Money Script Monday, Premium Finance In this episode of Money Script Monday, Luke explains how to use Premium Financing as an essential tool in your overall estate planning strategy. Read this post
By Brian Manderscheid October 28, 2019 Episode #120: How to Protect a Portion of Your Retirement from Stock Market Losses & Taxes Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian introduces a financial vehicle that is designed to shelter income from stock market volatility and increases in taxes Read this post
By Don Blanton October 22, 2019 The Personal Economic Model: A Family's Entire Financial Model in One Picture Annuities, Concepts, Life Insurance, Sales & Marketing You’ve heard the saying that a picture is worth a thousand words, and it’s certainly true. Our Personal Economic Model® is a picture that represents a family’s entire financial model. Read this post
By Sean Brady October 21, 2019 Episode #119: Things You Need to Consider When Funding Your IUL with Qualified Money Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean presents 5 categories to focus on when repositioning your retirement income to an indexed universal life policy. Read this post
By Marcus Kiel October 14, 2019 Episode #118: IUL Crediting Strategy: Guarantees, Credits and How it All Works Annuities, Life Insurance, Money Script Monday In this episode of Money Script Monday, Marcus explains one crediting strategy that allows you to participate in stock market gains and protects you from losses. Read this post
By Dan Tatulli October 7, 2019 Episode #117: The Million Dollar Diagram Life Insurance, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan provides a precise blueprint on how to sell more and larger indexed universal life cases. Read this post
By Robert Reaburn September 30, 2019 Episode #116: Understanding Management Fees Paid by the Client Concepts, Investments, Money Script Monday In this episode of Money Script Monday, Robert reviews how to measure the total value you can expect to receive with a full-service advisory approach compared to a DIY approach. Read this post
By Allee Marchini September 24, 2019 Top Financial Professionals Exchange Ideas at the 2019 LifePro University Annuities, Concepts, Life Insurance, Sales & Marketing On September 12, 2019 we hosted our annual LifePro University to a jam-packed house of nearly 200 attendees – consisting of financial advisors, insurance carrier representatives, and some of the top industry experts all under one roof. Read this post