By Robert Reaburn August 20, 2018 Episode #63: A Suitable Alternative to the "Buy and Hope" Investment Strategy Investments, Money Script Monday In this episode of Money Script Monday, Rob presents the advantages of implementing a more hands-on, tactical approach to your investment strategy. Read this post
By Sal Mendoza August 13, 2018 Episode #62: How to Make an Extra $20,000 of Income Without Adding Extra Expense Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal explains the benefits of welcoming your colleagues to LifePro through a referral program that you can both enjoy. Read this post
By Adam Reyna August 6, 2018 Episode #61: What to Expect During the Application Process Life Insurance, Money Script Monday In this episode of Money Script Monday, Adam breaks down the 4 steps you can anticipate when applying for a life insurance policy. Read this post
By LifePro Financial Services, Inc. August 1, 2018 LifePro President, Ben Nevejans Will Be Featured Speaker at InsMark Symposium Life Insurance, Sales & Marketing LifePro is proud to announce that our president, Ben Nevejans, will be a featured speaker at this year’s InsMark Symposium. InsMark’s Symposium is the insurance industry's #1 marketing conference... Read this post
By Gabe Lindemann July 30, 2018 Episode #60: Using a College Service Center to Capitalize on a New Market College Planning, Money Script Monday In this episode of Money Script Monday, Gabriel lays out an easy to follow plan for incorporating a college service center into your financial planning practice. Read this post
By Sean Brady July 23, 2018 Episode #59: Understanding Modified Endowment Contracts Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean walks you through the potential tax implications and ideal candidates for a MEC. Read this post
By Dan Tatulli July 16, 2018 Episode #58: The Five Stages of Client Relationships Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan presents how to successfully transition your clients from cold prospects to raving fans. Read this post
By Kevin Nuber July 9, 2018 Episode #57: How to Audit Your Sales Funnel in 5 Minutes Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Kevin goes over the importance of analyzing all aspects of your sales funnel and 3 easy steps to improve its efficiency. Read this post
By Luke Geller July 2, 2018 Episode #56: Understanding the Different Types of Bonuses in Annuities Annuities, Money Script Monday In this episode of Money Script Monday, Luke breaks down the different types of annuities and the three bonuses available to help maximize the return on your investment. Read this post
By Brian Manderscheid June 25, 2018 Episode #55: Why Roth Conversions Make Sense Today More Than Ever Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian presents the window of opportunity you have to take advantage of the current low tax rate environment by converting your traditional IRA or 401(k) to a Roth IRA. Read this post