By LifePro Financial Services, Inc. January 23, 2019 Key Numbers to Review for 2019 Annuities, Investments, Life Insurance As we begin a new year, it is important to stay up to date and knowledgeable regarding some key numbers that can potentially influence your client’s financial portfolio. Read this post
By Robert Reaburn November 5, 2018 Episode #73: How LifePro Asset Management Finds, Buys, and Sells Stocks Investments, Money Script Monday In this episode of Money Script Monday, Rob offers a deep inside look into the LifePro Asset Management stock selection process and shows you how they craft portfolios that help deliver value to clients. Read this post
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 Robert Reaburn June 18, 2018 Episode #54: Asset Allocation: Using Time and Volatility to Your Client's Advantage Investments, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Robert explains how to use a time driven approach to identify your client’s financial goals and maximize their growth potential. Read this post
By LifePro Financial Services, Inc. June 12, 2018 LifePro Asset Management Continues to Expand Investments LifePro Asset Management (LPAM) is happy to announce the onboarding of their newest team member, Kassi Miller. As the firm's case manager, Kassi will be responsible for streamlining the application process for advisors and their clients by providing them with ongoing status updates and handling any additional inquiries they may have. Read this post
By Tom Hegna June 6, 2018 The Inflation Virus Annuities, Investments, Life Insurance Inflation is like a virus, and you need to boost your clients' immune system to keep up! The purchasing power of all their retirement savings could plummet if inflation increases and you don't plan for it. Learn how you can protect their products and overcome your clients' inflation concerns. Read this post
By Allee Marchini March 20, 2018 LifePro Asset Management is Growing! Investments LPAM is proud to announce the newest member to their growing team, Emily Zerbato. As the firm's Compliance Analyst, Emily will be responsible for managing a robust compliance platform that allows advisors to protect and safely grow their current investment business. Read this post
By LifePro Financial Services, Inc. February 16, 2018 Financial Advisors Kick-Start 2018 at LifePro Summit Annuities, Concepts, Investments, Life Insurance, Sales & Marketing On February 15, 2018 LifePro presented their annual Summit event to a packed house of nearly 300 attendees - made up of financial advisors, insurance carrier representatives, and other industry experts. Read this post
By Robert Reaburn November 6, 2017 Episode #24: [Market Update] What to Expect Over the Next 3-6 Months and How to React Investments, Money Script Monday In this episode of Money Script Monday, Robert breaks down the current state of the economy and gives his perspective on where the markets may go as we finish out the year and head into 2018. Read this post
By LifePro Financial Services, Inc. October 30, 2017 Episode #23: Is 'Buy Term and Invest the Difference' for Me? Investments, Life Insurance, Money Script Monday In this episode of Money Script Monday, Jordan tackles the ever-popular recommendation of 'buy term and invest the difference' and puts the theory to the test. Read this post