By Gabe Lindemann May 7, 2018 Episode #48: EFC Option #3 for College Funding: Indexed Universal Life College Planning, Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Gabriel continues the conversation and reviews the third option families can take to reduce their EFC by utilizing an IUL contract. Read this post
By Tom Hegna March 29, 2018 Don't Overlook This Demographic When Prospecting Annuities, Concepts In this post, Tom discusses the unique retirement risks that affect a very large demographic (and one that we often overlook) ... women, and takes us through a plan of proven solutions. Read this post
By LifePro Financial Services, Inc. February 16, 2018 Financial Advisors Kick-Start 2018 at LifePro Summit Annuities, Concepts, Investments, Life Insurance, Sales & Marketing On February 15, 2018 LifePro presented their annual Summit event to a packed house of nearly 300 attendees - made up of financial advisors, insurance carrier representatives, and other industry experts. Read this post
By LifePro Financial Services, Inc. February 12, 2018 Episode #36: Estate Planning: Breaking Down the Importance of a Trust Concepts, Money Script Monday In this episode of Money Script Monday, Joe reviews the aspects of a trust and underscores the purpose of why every individual should have an estate plan in place. Read this post
By Gabe Lindemann January 29, 2018 Episode #34: EFC Option #1 for College Funding: MEC Whole Life Contract College Planning, Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Gabriel presents a sample scenario of a family looking to reduce their EFC by utilizing a MEC Whole Life Contract. Read this post
By Kevin Nuber January 22, 2018 Episode #33: Managing Money Between Taxable, Tax-Deferred, and Tax-Free Accounts Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin consolidates the places to save for retirement into three simple buckets and shows you the types of accounts within each one. Read this post
By Allee Marchini November 16, 2017 LifePro Interview Featured in Perspectives Magazine Concepts, Life Insurance The October issue of Perspectives Magazine featured an interview with LifePro CEO, Heather Ulz and President, Ben Nevejans. The in-depth member profile included a history of LifePro, highlighted the LifePro community culture, and a positive forecast of the future. Read this post
By Dan Tatulli November 13, 2017 Episode #25: Why "Let's Talk After the Holidays" Is the Worst Thing You Can Say Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Dan reviews the importance of purchasing a life insurance policy and the impact it could have to your family in the event of an unforeseen circumstance. Read this post
By LifePro Financial Services, Inc. October 30, 2017 LifePro Featured Among ‘Life Insurance Pros’ in California Broker Magazine Concepts, Life Insurance In case you missed it, the September issue of California Broker featured an article titled “What’s Going on in Today’s Life Industry? View From the Top” that included an interview with LifePro President, Ben Nevejans. Read this post
By LifePro Financial Services, Inc. October 16, 2017 Episode #21: Why Every Person (Not Just the Wealthy) Should Have an Estate Plan Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Joe shows you the four critical reasons why everyone should have an estate plan in place. Read this post