Think back to the start of your career. Maybe it was recent, or perhaps it was decades ago. Was your goal to fulfill mediocre accomplishments as an average financial professional, or were you ambitious and eager to achieve your maximum potential and become a success story as a leader in our industry?

No matter where you are now compared to then, your ability to fulfill those goals is impacted heavily by the tools and support you take advantage of to carry you to that next level. In this episode of Money Script Monday, Sal reveals insider information from our top advisors to share the tools and resources that exponentially grow their businesses so you can replicate their success in your own.

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In preparing for your future retirement, you may have used an IRA to accumulate retirement savings, but at some point, you may wonder whether you should maintain your IRA as it currently is. While moving these funds may seem like a simple process, there are many rules and regulations in place that could impact the movement of IRA funds.

In this episode of Money Script Monday, Sean breaks down different IRA transaction types and navigates critical rules and regulations that can lead to unexpected delays and tax consequences.

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Ever since COVID-19 shook up the world in 2020, there have been massive repercussions to the global economy. While the U.S. economy has not been immune to experiencing market volatility in the past three years, fluctuating interest rates in the 10-year treasury could actually present different opportunities to benefit from – if you know where and when to act on them.

In this episode of Money Script Monday, Kevin reveals how high interest rates can create an opportunity for annuity owners to secure greater returns on their retirement income.

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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.

One of the biggest takeaways from our recent LifePro Elite Chairman’s Club Conference is that a well-articulated vision can revolutionize the perception of your business to clients while keeping your priorities in focus. LifePro’s top advisors shared that they dedicate meaningful attention to setting the intentions and goals of their companies because it communicates and reflects their desired client experience and impact.

Crafting this vision is truly a best practice for any company or business, which is why many leading industry giants have meaningful mission statements. Discover how purpose can inspire brand loyalty and attract your ideal clients while also becoming a guiding star toward the unprecedented success of a company. In this episode of Money Script Monday, Jaime delves into the importance of establishing your company's vision with a compelling mission statement to fulfill your ultimate potential.

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Adam Reyna Highlighted in Broker World Magazine

Please take a few minutes to go on a quick journey with me. I want you to think back to the first vehicle you owned. For many, that was one of the best times of their life. You were a young 16-year-old with the whole world in front of you. Times were simple. Even though your first vehicle was a gas-guzzling stick shift with windows you had to roll down by hand, and the glove box only opened when you smacked it just right, you loved that car. That car was the best thing to happen to you.

Back then, we did not know what future technology our world had in store for us. We were just happy to be on four wheels.

Fast forward to today.

Now you are behind the wheel of your brand new, top-of-the-line electric car that looks like a spaceship, is charged by your solar-powered home, everything functions on voice command, and drives itself to work. At sixteen, you would have done anything for a spaceship like this. We had no idea what technology had in store back then, but we kept evolving along with it, and by doing so, those new technologies have greatly improved our lives.

What if your insurance business was your vehicle? Are you still cranking your windows down like when you were sixteen without AC, or are you rolling around in an advanced car that takes the work out of driving and makes your life easier? If it has been a while since you looked around to see what is on the market, it might be time to schedule a test drive and see what you are missing out on.

With a unique proprietary technology offered through a limited distribution by our firm, you can upgrade your business and open the door for opportunities you would not have had with outdated business models and strategies. This one-of-a-kind technology can market, educate, and enroll your clients or prospects into a hybrid premium finance product using indexed universal life insurance.

To view the full article, please click here: View Article in Broker World Magazine »

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.

This material is intended for educational purposes only and is not intended to serve as the basis for any purchasing decision. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. The hypothetical example is shown for illustrative purposes only and is not guaranteed. The characters in this example are fictional only. Your actual experience will vary. Policy loans and withdrawals will reduce available cash values and death benefits and may cause the policy to lapse or affect any guarantees against lapse. Remember to consider your client's individual circumstances and objectives when discussing their specific situation. Additional premium payments may be required to keep the policy in force. In the event of a lapse, outstanding policy loans in excess of the unrecovered cost basis will be subject to ordinary income tax. Withdrawals are generally income tax-free unless the withdrawal amount exceeds the amount of premium paid. Tax laws are subject to change. Clients should consult their tax professionals. Investment advisory and financial planning services are offered through LifePro Asset Management, an SEC Registered Investment Advisor. Registration does not imply a certain level of skill or training. Investments involve risk.

Are you on the path to a secure retirement? Your financial future shouldn’t be left to chance and you deserve a secure, comfortable, and well planned retirement that starts with your decision to fully educate yourself on the options available to you. When it comes to planning for your financial future, one word you're likely to encounter is "annuity."

Annuities can be powerful tools for retirement income, but they come in various forms, each with its own set of features and benefits and unfortunately, that can result in confusion and inaccurate information around them. In this episode of Money Script Monday, Laurence puts the top annuity myths to rest to educate retirees on the impact that this financial vehicle can have on the success of their retirement.

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• Annuity Ownership Drives Retirement Savings Confidence Survey

On September 16th, LifePro hosted our 6th annual Bill Z ALS Golf Classic, and the outpour of generosity and support has once again left us in awe of our incredible community. We are so grateful and humbled by the efforts and contributions made on behalf of our donors, volunteers, and sponsors, who were instrumental in making this charitable event a resounding success.

LifePro continues to host this traditional event in honor our late founder, Bill Zimmerman, and to empower those affected by ALS to live life to the fullest and help find a cure for others in the future.

We are delighted to announce that through the efforts of everyone involved, our remarkable community has raised over $22,000 for the ALS Foundation!

These funds are instrumental in furthering the ALS Foundation's mission to serve, advocate for, and empower those affected by ALS and their families. Through registration visits at the chapter office, in-person home visits, phone calls, emails, and collaboration with local medical care resources, including the Certified Center of Excellence ALS Clinic at UCSD, the Greater San Diego Chapter of the ALS Association provides expert advice and assistance for people living with ALS, free of charge.

If you would like to contribute to these great causes, please visit the ALS Association Greater San Diego Chapter or UCSD Foundation ALS Clinic and mention Bill Zimmerman.

Once again, thank you for your dedication, generosity, and commitment to making a difference in the lives of those affected by ALS. We are incredibly proud to belong to such a fantastic community, and we look forward to your future involvement in our continuing efforts to support this vital cause.

We’ve all experienced the eye glazing and mind numbing torture of sitting through a bad presentation that makes you feel like you’re waiting for Farris Bueller’s teacher to finish taking attendance. When it’s finally over, you feel momentary relief before realizing that the poor form of the presentation prevented you from taking away anything valuable from the actual content itself.

If you’re expanding your client base with educational webinars on complex financial solutions, your presentation skills need to be polished if you want to actually get your message across and avoid putting your prospects through the experience described above. In this episode of Money Script Monday, Sara offers valuable advice on how to avoid common and detrimental mistakes when presenting online so financial professionals can maximize their success.

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One of the most beneficial resources that LifePro offers is our proprietary client-friendly reports. These reports have been essential among advisors because they demonstrate to clients that they have a financial problem, whether they know it or not, and explain how the financial professional can provide solutions to these issues that align with the client’s needs.

These reports have been beyond valuable to advisors who partner with LifePro because they help to place more cases and keep them on the books. LifePro recently expanded our collection of proprietary reports, and we are excited to share our newest addition to our lineup of incredible client deliverables. In this episode of Money Script Monday, Gabe unveils the college funding report and coaches college planners on how to present it to clients, what it communicates to them, and things to keep in mind with the changing college landscape.

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