By Kevin Nuber June 5, 2017 Episode #2: Purchasing Life Insurance: Which Policy Is Right for Me? Life Insurance, Money Script Monday So you're looking to purchase a life insurance policy, but not sure which policy to choose. Whether it's term or permanent, you will want to understand the fundamentals between the two categories. Read this post
By Dan Tatulli June 5, 2017 Episode #1: Determining Your 'Money Script' and Tips to Improve Your Net Worth Concepts, Money Script Monday If you're looking to gain financial clarity for the road ahead, you must first understand what is your money script and how it's affecting your financial behaviors. In this episode of Money Script Monday, Dan explores the four core money beliefs and the steps needed to improve your net worth. Read this post
By Ben Nevejans April 5, 2017 Special News Update - DOL Delayed Annuities, Investments In an expected move, the Department of Labor announced earlier today a delay of the Fiduciary Rules April 10 implementation date to June 9th, 2017. Read this post
By Brian Manderscheid January 19, 2017 How Trump’s Tax Plan May Affect You and Your Clients Annuities, Investments, Life Insurance There are three things that are certain in life: Death, taxes and tax law changes. As it pertains to our industry, one of the biggest agenda items in Trump’s one-hundred-day plan is comprehensive tax reform. Read this post
By Greg Horak December 1, 2016 How Marijuana Use Impacts Life Insurance Rates Life Insurance With the 2016 election over, California officially became the eighth states to legalize recreational or medical marijuana. This allows for adults in California, 21 or older, the ability to legally grow, possess and use marijuana for non-medical purposes, with certain restrictions. Read this post
By Robert Reaburn October 6, 2016 The DOL Fiduciary Ruling: 6 Months Later Annuities, Investments LifePro wants to make it easy for our advisors and agents to navigate the changing landscape and make the necessary adjustments required by the Department of Labor. Read this post
By LifePro Financial Services, Inc. August 30, 2016 Become a Trusted Advisor with the InsMark Compare Report Annuities, Life Insurance In light of the recent DOL ruling, strict fiduciary standards will soon be imposed to ensure we’re acting in the best interest for our clients. Read this post
By LifePro Financial Services, Inc. May 19, 2016 Key Takeaways from EBRI’s 2016 Retirement Confidence Survey Annuities, Investments, Life Insurance LifePro would like to share results from the Employee Benefit Research Institute’s Retirement Confidence Survey. Read this post
By LifePro Financial Services, Inc. May 2, 2016 When a Client Loses a Loved One Life Insurance Losing a loved one can be one of the most traumatic events in a person’s life. Not only do these individuals have to cope with their own grief, but they are also responsible for handling many social and financial responsibilities. Read this post
By Dan Tatulli April 7, 2016 A Message from LifePro Regarding the DOL Ruling Annuities, Investments The Department of Labor recently released its final rule requiring advisors overseeing retirement accounts (not taxable accounts) to act under a fiduciary standard to put their clients’ interests ahead of their own. Read this post