By Tom Hegna March 29, 2018 Don't Overlook This Demographic When Prospecting Annuities, Concepts In this post, Tom discusses the unique retirement risks that affect a very large demographic (and one that we often overlook) ... women, and takes us through a plan of proven solutions. Read this post
By Dan Tatulli March 26, 2018 Episode #42: The Formula for Creating the Most Successful Marketing Campaigns Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan reveals the marketing formula used that helped an advisor grow his business by 55% and operate over a half million dollar shop (in less than one year). 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 Robert Reaburn March 19, 2018 Episode #41: Redefining the Financial Planning Process Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Rob proposes a new approach to the way financial plans are structured that recreate the stability and income that was so popular during the Defined Benefit Era. Read this post
By Tom Hegna March 16, 2018 Four Common Objections and How to Overcome Them Annuities, Life Insurance Don't let any objection stop your sales process ever again! In this post, Tom Hegna will share four common objections and how to overcome each one. Read this post
By Brian Manderscheid March 12, 2018 Episode #40: Using an Annuity to Overcome the Four Retirement Income Risks (Part 2 of 2) Annuities, Money Script Monday In this episode of Money Script Monday, Brian concludes the 2-part series about Your Retirement Income Report and explains how a fixed index annuity (FIA) may help reduce, or completely eliminate... Read this post
By LifePro Financial Services, Inc. March 5, 2018 Episode #39: Using an Annuity to Overcome the Four Retirement Income Risks (Part 1 of 2) Annuities, Money Script Monday In this episode of Money Script Monday, Jordan goes over a sample 'Your Retirement Income Report' that compares the account values of a S&P 500 portfolio against a fixed index annuity (FIA) and shows you... Read this post
By Kevin Nuber February 26, 2018 Episode #38: Four Retirement Income Risks Annuities, Money Script Monday In this episode of Money Script Monday, Kevin explains the correlation between guaranteed income and retirement satisfaction and outlines the four risks to prepare for while in retirement. Read this post
By Sean Brady February 19, 2018 Episode #37: Five Ways to Access Your Cash Value in an IUL Policy Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean goes over the five ways to access your policy's cash value when you want, for what you want. 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