By LifePro Financial Services, Inc. September 15, 2017 Key Takeaways from LifePro University 2017 Annuities, Concepts, Investments, Life Insurance, Sales & Marketing On September 14, 2017 LifePro presented their annual LifePro University (LPU) to a packed house of 250 attendees - made up of financial advisors, insurance carrier representatives, and other industry experts. Read this post
By Dan Tatulli August 23, 2017 Lineup Announced for LifePro University 2017 Annuities, Concepts, Investments, Life Insurance, Sales & Marketing LifePro is excited to announce the lineup for this year's LifePro University 2017! Every year, hundreds of independent financial professionals attend LifePro University to learn what's new, what's trending, and what's actually working RIGHT NOW. Read this post
By Robert Reaburn August 14, 2017 Episode #12: LifePro Asset Management: Your Turnkey Advisory Solution Investments, Money Script Monday, Sales & Marketing You have been using life insurance and annuities to help clients accumulate principal protected savings in a tax efficient manner for years. In this episode of Money Script Monday, Rob introduces LifePro Asset Management, a new platform that complements... Read this post
By Robert Reaburn July 17, 2017 Episode #8: A Better Alternative to Bonds During a Rising Interest Rate Environment Annuities, Investments, Money Script Monday Approaching retirement soon? If so, your investment portfolio may be heavily invested in either government and/or investment grade corporate bonds. With the recent rise in interest rates, you may want to consider alternatives that hedge the risk posed by bonds in this environment. Read this post
By LifePro Financial Services, Inc. June 27, 2017 Thrive in Any Regulatory Environment with This 4-Step Growth Framework Annuities, Concepts, Investments, Life Insurance, Sales & Marketing In April of 2016, the Department of Labor’s Fiduciary Rule rolled out and many financial advisors began making changes to their practice. No one really knew exactly how it would impact financial professionals and their practice, however, everything pointed to a fundamental shift in the areas of financial and insurance advice. 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 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. 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 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