By Dan Tatulli January 6, 2015 5 Steps for a Successful 2015! Concepts Now that the New Year is upon us, it’s time to make some smart moves to set yourself up to have the best year yet in 2015! Read this post
By Dan Tatulli December 12, 2014 How Your Credibility Can Shatter in an Instant Annuities, Life Insurance, Sales & Marketing In the life insurance and annuities industry, credibility is everything. It’s the foundation of the trust that clients, insurance carriers, and underwriters depend on to grow your business. Read this post
By Dan Tatulli November 20, 2014 LifePro Recognized for Outstanding Ethical Practices Annuities, Investments, Life Insurance, Sales & Marketing Each week, the Rotary Club of Del Mar recites their 4-way test when they meet for lunch. These questions include: Is it the truth? Read this post
By Dan Tatulli November 20, 2014 Heather Ulz Nominated for "Women Who Mean Business" Award Annuities, Investments, Life Insurance, Sales & Marketing Heather Ulz, Chief Operations Officer and one of the original LifePro employees, has been nominated and selected as a finalist for the prestigious “Women Who Mean Business” Award. Read this post
By Dan Tatulli November 5, 2014 U.S. Treasury Department Endorses Annuities Annuities Last Friday, the U.S. Treasury Department took another exceptionally important step to promote retirement income security “designed to expand the use of income annuities in 401 (k) plans.” Read this post
By Dan Tatulli September 24, 2014 LifePro University 2014: The Premier Sales and Marketing Event Annuities, Concepts, Life Insurance, Sales & Marketing With the fourth quarter right around the corner, we begin to reflect on 2014. What will you be saying at the end of the year? Has your profitability gone up as compared to other years? Read this post
By Dan Tatulli September 5, 2014 LIAM is Almost Here. Do You Have a Plan? Life Insurance, Sales & Marketing “National Tickling Month”, “Correct Posture Month”, “Revise Your Work Schedule Month”, “Impotency Awareness Month”. Not a month goes by that we aren’t encouraged to reflect on one important cause or another. Read this post
By Dan Tatulli September 5, 2014 A Common Social Security Question Sales & Marketing An advisor recently asked our in-house statistician, Dave Julian, a very common question that comes up when you start to have Social Security conversations with pre-retirees. The question was: I just turned 62 years old. My cross-over point is 82 or 83. Read this post
By Dan Tatulli July 9, 2014 Student Loan Interest Rates Are on the Rise (Again) Concepts, Life Insurance, Sales & Marketing Paying for college is tough. And on July 1st, it didn't become any easier. Read this post
By Dan Tatulli June 26, 2014 Nobel Prize Winner Discusses the 401(k) Crisis Annuities, Concepts, Sales & Marketing We have a real crisis on our hands. A crisis that involves the very backbone of the nation's private retirement-savings system, the 401(k). Read this post