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
By Kevin Nuber October 2, 2017 Episode #19: How Does an Income Rider Work Within a Fixed Annuity Annuities, Concepts, Money Script Monday In this episode of Money Script Monday, Kevin shows you how an income rider complements a fixed annuity; providing you the perfect balance of accumulation and income while in retirement. Read this post
By Sal Mendoza September 18, 2017 Episode #17: Utilizing the Kai-Zen Strategy for Business Owners Concepts, Money Script Monday, Premium Finance In this episode of Money Script Monday, Sal describes how Premiums are jointly funded by bank financing and the participant or employer, and the power of leverage to help acquire more of the benefits your clients need to protect their future financially. Read this post
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 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 Dan Tatulli June 5, 2017 Episode #1: Determining Your 'Money Script' and Tips to Improve Your Net Worth Concepts, Money Script Monday If you're looking to gain financial clarity for the road ahead, you must first understand what is your money script and how it's affecting your financial behaviors. In this episode of Money Script Monday, Dan explores the four core money beliefs and the steps needed to improve your net worth. Read this post
By LifePro Financial Services, Inc. December 22, 2015 5 Great Books to Give and Read Concepts, Sales & Marketing "If we encounter a man of rare intellect, we must ask him what books he has read." Read this post