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
By Dan Tatulli May 23, 2014 Hurry! It Might Be Too Late! Sales & Marketing This sense of urgency is real. As I write this post, there are literally a few seats (possibly even one seat!) remaining for our upcoming LifePro training event: Van Mueller Sales Secrets on Wednesday, May 28th. Read this post
By Dan Tatulli May 16, 2014 Tap into the Potential of Your Database...for FREE Sales & Marketing You probably have built a substantial email database throughout the years and are wondering how to begin marketing your message to them. After all, over 84% of Baby Boomers are online; representing the Web's largest constituency (Jupiter Research). Read this post
By Jeff La Pierre May 9, 2014 Charitable Gifts of Life Insurance Life Insurance When most of us buy life insurance, we're thinking about one thing: Making sure our families are taken care of after we're gone. But, you might also want to think about setting up a policy to take care of your favorite charity as well. Read this post