Simplicity San Diego Blog

All of the latest and breaking life insurance and annuity news for the independent financial professional. Includes marketing ideas, training events, industry reports, sales ideas and much more.

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Episode #320: Partnership Designed for Growth-Minded Advisors


 

This post is intended for financial professional use only.

Is your advisory business reaching its full potential? What actionable plans do you have in place to substantially build, scale, and grow? Have you tried to put these plans into action, how’d it go?

If the results you’re getting are falling short of your expectations, it’s time to step beyond conventional methods of development and take advantage of a groundbreaking blueprint for exponential growth. In this episode of Money Script Monday, Sal provides step-by-step instructions for building a thriving advisory business through a strategic and innovative partnership with LifePro.

Resources Provided for This Episode


Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now!

Have any questions? Give us a call at 888-LIFEPRO or email us at info@lifepro.com.

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Episode #319: Why Your Estate Plan Needs to be Flexible


 

Is your estate plan built to last through the twists and turns of life? Proper estate planning should be flexible and is most successful when it bends, not breaks, with inevitable life changes. What strategies can you implement to align your estate plan with your current needs and future goals?

Start preparing today for a lasting legacy tomorrow by learning how to adapt your estate plan to life’s unpredictabilities. In this episode of Money Script Monday, Sean emphasizes the importance of building a flexible estate plan that factors for changes in tax laws, family dynamics, and needs so you can provide a lasting legacy to loved ones.

Resources Provided for This Episode


Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now!

Have any questions? Give us a call at 888-LIFEPRO or email us at info@lifepro.com.

Want to learn more about how we can help with your unique financial situation? Fill in your contact information below, and we'll get started right away!

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Top Financial Professionals Kick-Start 2024 at the LifePro Summit

 

On Tuesday, February 13th, hundreds of independent financial professionals and strategic partners from across the United States gathered at the Hilton Garden Inn Carlsbad Beach Hotel for The LifePro Summit, our major kick-off event of the year!

Our goal with the Summit is to help and ensure our advisors start the year off right with new ideas and strategies that can be implemented in their business right away!

This event is an expression of our unwavering dedication to fostering the success and growth of our advisors.

It filled us with joy to have the opportunity to unite our community, all in one location, to learn from one another and set the tone for a successful 2024.

We curated a lineup of distinguished speakers, ranging from top industry executives to our esteemed in-house LifePro experts. Our audience, comprising financial advisors, insurance company representatives, and professionals across various sectors, alongside the entire LifePro team, received cutting-edge insights and tools in the realms of life insurance, annuities, asset management, and beyond.

The information was too good not to share, so we put together a quick recap with a few key takeaways from each presenter at The LifePro Summit:


Ben Nevejans President LifePro

2024 LifePro Summit: Investing In Your Legacy!

Ben Nevejans
President, LifePro


The opening presentation at the 2024 LifePro Summit, led by Ben Nevejans, set an electrifying tone for the event. Ben's address emphasized the core theme of investing in the success and legacy of our advisors and their clients. He highlighted the significant achievements of our advisors in 2023, including record-breaking attendance for the live and virtual events LifePro helps manage through our robust event marketing platform. Ben also highlighted the impressive target IUL and annuity sales that were a direct result of our advisors' incredible efforts in 2023. Ben underscored the importance of maintaining client communication through email marketing campaigns to drive IUL and annuity sales, urging attendees to take advantage of the powerhouse library of tools and resources designed to help you stay relevant and top-of-mind with clients. He provided insights into the company's strategies for the upcoming year, expressing a continuous commitment to putting advisors in front of qualfied leads consistently.

If you're interested in learning how to reach more qualified prospects with targeted workshops and webinars, then you aren't going to want to miss our Client Acquisition Webinar at 10 AM PST on Wednesday, March 6th.


Don Blanton Circle of Wealth®

The Financial GPS and Personal Economic Model®​

Don Blanton
Founder, Circle of Wealth®


Don Blanton is the founder and president of MoneyTrax and the Circle of Wealth® system which utilizes state-of-the-art technology to explain solutions to clients and aid in selecting better investments to prevent losses. Don's presentation not only provided practical strategies for financial advisors but also addressed a crucial communication gap in the industry. Don emphasized the challenge of using complex financial terms that may confuse clients, leading to ineffective communication and advice. He advocated for the adoption of visual representation models, such as Circle of Wealth®'s Personal Economic Model®, to bridge this gap and enhance client understanding. Additionally, Don introduced the new 2024 Financial GPS tool, offering advisors a comprehensive approach to guide clients through their financial journey.

Click here to get started with the Circle of Wealth® system and use this incredible software with clients to simplify your explanation of how the market works!


Grace Barnard, NIW Companies, Inc.

The Power of Kai-Zen®, ilia®, and the Greatest Wealth Transfer​

Grace Barnard
President and Co-Founder, NIW Companies, Inc.


Grace Barnard's presentation provided invaluable insights into the power of Kai-Zen, ilia®, and the impending wealth transfer. As President & Co-Founder of NIW Companies, Inc., Grace delved into the importance of focusing on positivity amid challenging times, highlighting the potential of technology to address financial concerns efficiently. She introduced Kai-Zen, NIW's innovative solution, which combines leverage with life insurance to offer superior benefits compared to traditional financial products. Grace emphasized the need for effective communication to ensure clients understand the value proposition of Kai-Zen, particularly in terms of potential growth, protection, and tax advantages. Through ilia®, an interactive learning information assistant powered by AI, Grace demonstrated how advisors can leverage technology to enhance client engagement and streamline processes. She emphasized the importance of partnering with preferred providers to access comprehensive support and education on Kai-Zen. Grace's presentation underscored the transformative potential of Kai-Zen in navigating the complexities of financial planning and maximizing wealth accumulation for clients.

Grab prospects' attention faster by using Kai-Zen and the power of leverage to provide more benefits to a wider pool of high-net-worth individuals. Click here to request access to ilia®.


Rob Reaburn LifePro Asset Management

Economic Update and LifePro​ Asset Management’s Approach​

Rob Reaburn
Head of Wealth Management, LifePro Asset Management


Rob Reaburn delivered a comprehensive economic update and outlined LifePro Asset Management's approach in navigating market uncertainties. Rob addressed the emotional impact of market volatility, emphasizing the importance of advisors in guiding clients through unpredictable times. He provided insights into the current economic landscape and offered a framework for the year ahead, highlighting shifts in market dynamics and investment opportunities. Rob underscored the significance of distinguishing rhetoric from reality and identified major themes driving market trends, including interest rates, market valuations, and investment bubbles. Additionally, Rob introduced the LPAM Managed Risk Platform, a turnkey solution for passive investing that aims to provide operational flexibility and mitigate investment risks.

Join us at the virtual LifePro Asset Management Academy at 10 AM PST on Thursday, April 4th to discover innovative approaches to navigating today's volatile markets and elevate your expertise to boost your assets under management.


Allee Marchini Senior Marketing Coordinator

The #1 Marketing Strategy Shared by Top Advisors​

Allee Marchini
Senior Marketing Coordinator, LifePro Financial


Allee Marchini, the head of LifePro's Marketing team, delved into the critical role of marketing in driving business success, particularly in the digital landscape. Highlighting substantial growth opportunities in digital marketing, Marchini emphasized the strategies employed by top advisors earning $250,000+, which includes LifePro's proprietary and proven signature presentations ranging from topics like college planning, annuities, taxes, and more. Central to this discussion was LifePro's event marketing platform, hailed as one of the best lead-generation systems in the country. By leveraging this platform, advisors can reduce marketing costs by 50% while achieving superior results in lead generation, appointment setting, and client acquisition.


Dave Julian, Director of Operations

Elevate Your Strategies With Powerful Proprietary Software

Dave Julian
Director of Operations, LifePro Financial


During his presentation, Dave Julian explored strategies to enhance advisors' approaches through proprietary software. He identified two primary challenges: generating leads and navigating the complex sales cycle for life insurance and annuities. Julian introduced five resources tailored to address these challenges. These tools included the Test Drive Annuity and Test Drive IUL calculators, educational email campaigns, the NEW College Funding Report, IUL and Annuity reports, and advisor and client portals, which can be used to engage clients more effectively. By leveraging these resources, advisors can streamline their marketing efforts and drive business growth in the competitive financial services landscape.

It's important to maintain consistent client communication throughout the year. Click here to express interest in our next client-friendly email campaign that will show clients a snapshot of an illustrated annuity's performance over time using our NEW "Test Drive an Annuity" Calculator.


Noelle Pikus Pace Olympian and World Champion

Where You Look Is Where You Go!

Noelle Pikus Pace
2X Olympian, World Champion, Motivational Speaker & Author


Noelle Pikus Pace took the LifePro stage for the first time to share her extraordinary journey of resilience and triumph. From her humble beginnings in Utah to becoming a two-time Olympian and Olympic Silver Medalist, Noelle's story captivated the audience. Despite facing daunting challenges, including a career-threatening injury just months before the 2006 Olympics, Noelle's unwavering determination and relentless pursuit of her goals served as a beacon of inspiration for all. Through her engaging presentation, she imparted invaluable wisdom, emphasizing the transformative power of setting specific daily goals and maintaining a positive mindset, even in the face of adversity.

Noelle's message resonated deeply with attendees as she shared personal anecdotes and powerful insights, encouraging them to overcome doubts and fears, and embrace a process-driven approach to success.

Contact LifePro

For more information on this year’s LifePro Summit or to be included in future events, please call (888) 543-3776 to speak to a Field Support Representative!

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Episode #318: IUL Has Strong Minimum Guarantees


 

Think all investments carry the same risk? Think again. Unlike the fluctuating returns of 401(k)s and stocks, a properly funded IUL guarantees a level of security and predictable retirement income. With impressive minimum guarantees, IUL stands out as a steadfast investment, especially in turbulent times.

Dive into how these guarantees work to provide you with a stable cash value accumulation and dependable income in retirement, all while keeping your investment safe from market downturns. In this episode of Money Script Monday, Kevin demonstrates how a properly structured IUL policy has guarantees that make it a strong option even in the worst-case scenario.

Resources Provided for This Episode


Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now!

Have any questions? Give us a call at 888-LIFEPRO or email us at info@lifepro.com.

Want to learn more about how we can help with your unique financial situation? Fill in your contact information below, and we'll get started right away!



Advisory Services offered through LifePro Asset Management, LLC. The information presented here is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.

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Episode #317: Using AI to Write Sales Emails in Under 3 Minutes


 

This post is intended for financial professional use only.

Did you know that AI algorithms increase leads by as much as 50% and that more than 80% of employees say AI improves productivity?

It’s no secret that artificial intelligence has been a huge catalyst for technological advancements in recent years. We are constantly surrounded by these revolutionary changes in chatbots, facial recognition systems, digital assistants, autonomous vehicles, fraud detection, autocorrect, spam filters, and so on.

As AI becomes more and more integrated in our everyday lives, financial professionals need to implement this technology into their businesses to stay competitive in an industry where 84% of organizations use AI in their operations or functions.

In this episode of Money Script Monday, Jaime provides tips for using AI to save advisors time and money by increasing the efficiency and efficacy of communicating with clients.

Resources Provided for This Episode


Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now!

Have any questions? Give us a call at 888-LIFEPRO or email us at info@lifepro.com.

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Episode #316: 3 P's of Estate Planning


 

Contrary to popular belief, estate planning is not exclusive to the wealthy. In fact, everyone has an estate. Have you considered how you will handle yours? Whatever you decide, don’t leave it to chance.

Dive into the latest insights on exemptions, life insurance options, and practical tips to ensure a smooth transition of your assets to safeguard your family’s financial future. In this episode of Money Script Monday, Laurence advocates for estate planning by presenting information that can help anyone secure their legacy, protect their loved ones, and provide the most to their beneficiaries.

Resources Provided for This Episode


Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now!

Have any questions? Give us a call at 888-LIFEPRO or email us at info@lifepro.com.

Want to learn more about how we can help with your unique financial situation? Fill in your contact information below, and we'll get started right away!

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Episode #315: Test Drive an Annuity Calculator


 

Would you buy a car without sitting in it or even going for a test drive? Most people would not – and even those who purchase cars online and have them delivered to their house at least get a trial period to decide if they keep or return it! It is reasonable for you to want to ensure that a big purchase is right for you, which is why these systems exist.

In retirement, independent research can feel like you are already taking a test drive, but what you see working for others may not necessarily work for you. It is vital to understand that financial planning does not have a "one-size-fits-all" solution because many factors of your unique financial situation will impact the results of those strategies.

To get an idea of how an annuity factors into your retirement income plan, the Test Drive an Annuity Calculator can provide hypothetical scenarios to demonstrate the potential outcomes of different options available to you by considering your specific information in its calculations.

In this episode of Money Script Monday, Brian demonstrates how to calculate the potential income from an annuity while comparing it to other financial alternatives using the Test Drive an Annuity Calculator tool.


Resources Provided for This Episode


Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now!

Have any questions? Give us a call at 888-LIFEPRO or email us at info@lifepro.com.

Want to learn more about how we can help with your unique financial situation? Fill in your contact information below, and we'll get started right away!



Advisory Services offered through LifePro Asset Management, LLC. The information presented here is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.

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Episode #314: Map Your Marketing for College Planning


 

This post is intended for financial professional use only.

In the world of financial advising, the client experience is paramount. It is not just about offering expert guidance; it is about understanding your client's thoughts, perspectives, and needs. This understanding forms the foundation of effective marketing efforts, allowing advisors to truly connect with their target audience.

LifePro’s Director of College Planning, Gabriel Lindemann, has spent years working alongside some of the most successful million-dollar college planners in the industry and gathered valuable insights on how to replicate their success in other practices.

In this episode of Money Script Monday, Gabe draws from thousands of successful college planning campaigns to guide college planners looking to maximize the impact of their marketing efforts in the first six months of the year.

Resources Provided for This Episode


Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now!

Have any questions? Give us a call at 888-LIFEPRO or email us at info@lifepro.com.

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LifePro Year in Review: 2023


 

LifePro's journey in 2023 was illuminated by the incredible partners who stood by our side. Our success is predicated on the success of our partners and their trust, dedication, and shared vision have propelled us all to new heights. As we look back on this remarkable year, we want to take a moment to express our deepest thanks.

We've connected, inspired, and accomplished so much, and we couldn't have done it without you. Together, we've made a real impact on the financial world, connecting families with the solutions they need and fostering a thriving community of advisors.

We greatly appreciate your partnership in business but also want to thank you for being part of our family, our community, and our motivation to strive for excellence. We're excited to continue this incredible journey with you by our side, forging new paths, and reaching even greater heights together in 2024.

Contact LifePro Today!

If you are looking for a partner who cares about your clients as much as you do, please reach out to LifePro Financial Services at 888-543-3776. We are a premier IMO located in San Diego, CA that has been in business since 1986 and was originally founded by Bill Zimmerman.

Our focus is getting advisors in front of the right prospects through our proprietary digital marketing systems while offering industry best-case design and reporting, professional back-office support, and competitive compensation with incentives.

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Simplicity Group Names Heather Ulz Executive Vice President

Don't Buy (Or Offer) an IUL Until You Read This

LifePro is delighted to share that our CEO Heather Ulz is expanding her role at Simplicity to assume new responsibilities as an Executive Vice President. Ulz’s attainment of this position is a testament to her impressive legacy at LifePro and her incredible value within the industry as a highly respected leader in business strategy, development, and expansion.

Despite the relatively recent unification of LifePro and Simplicity, both companies have seen an abundance of opportunities proliferating from their mutually beneficial partnership. In a press release from Simplicity, President and CEO Bruce Donaldson recognized the value of Ulz’s experience and expressed his excitement over her new role by speaking about her distinguished success in unifying and optimizing operational resources.

In Donaldson’s words, “As we continue to invest in the future of our business, Heather Ulz is the perfect person to help maximize Simplicity's existing operational resources into a unified platform. With a strong strategic vision and deep experience in building and growing technology and operational management teams to support the backbone of our business, Heather will translate her 30-year experience in the industry to meet Simplicity's current and future needs and best position the group for the future."

Ulz also expressed her enthusiasm for her new role by saying, "I am thrilled at this opportunity to continue to help lead the growth of Simplicity by expanding and unifying the operational resources available to all our partners and advisors. As our business evolves and expands, we need to continue to develop industry-leading processes and technology to maximize operational efficiencies and I am committed to making Simplicity the best operating platform in the industry."

Click here to read the full press release from Simplicity Group Holdings, Inc.