Last week, on Wednesday, September 4th, the LifePro | Simplicity San Diego Team gathered financial professionals nationwide for the annual LifePro University. Our incredible lineup of industry trailblazers, top financial minds, and high-level executives provided expert insights and inspiring motivation to conquer the last quarter of 2024 and kick off 2025 with unprecedented momentum.

Whether it was harnessing the latest in digital marketing, mastering client acquisition, or tapping into cutting-edge technology, our audience of financial advisors, insurance carrier representatives, other industry professionals, and the entire LifePro team left the conference with valuable and empowering information.

Here is a quick recap of the presentations of the day and some key takeaways from our speakers at LPU 2024:

 

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The 2024 LifePro University kicked off with an exciting update on LifePro’s latest. Ben Nevejans offered illuminating stats and data on advisors’ growth and dove into our integration with Simplicity and transition to Simplicity San Diego. With 60% of advisors increasing their business by 91% in 2023 and over 20 billion dollars of death benefit in-force, Ben highlighted how LifePro has risen as a leader and legend in our industry, and our partnership with Simplicity allows us to expand and grow our legacy. As we continue to grow and improve in all areas during our unification, Ben revealed how the scope of our support, resources, and growth potential is expanding for the benefit of our advisors. He closed his presentation by announcing a Simplicity San Diego exclusive program with industry legend, Patrick Kelly! This exciting new opportunity will help advisors free up their time and they can directly market this program to prospective clients to drive new business. To learn more, please reach out to your dedicated Advisor Development Consultant (ADC)!

 

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With over 50 years in the industry, Joe Jordan’s reputation as an electrifying and insightful speaker is backed by countless captivating presentations packed with wisdom and experience. He emphasized that a well-timed intervention can be worth a decade of fees and price is only an issue in the absence of value. As a behavioral finance expert, he revealed how the changing demographics of our time are resulting in new challenges for clients and advisors alike. With highly advanced technology at our fingertips, Joe reinforces that technology cannot replace people. Human connection is incredibly powerful, and our industry has amazing capabilities to help others so it’s vital to take advantage of that because the more transactional your business is, the more replaceable you are.

 

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Unpredictable economic events, shifting tax changes, and rapidly evolving regulations increase the difficulty and scope of business owners’ challenges, and may benefit greatly from working with a financial professional. In light of this, Andrew untangled the confusion and provided clear, concise strategies to transform today’s advisors into an indispensable resource for their business owner clients. Andrew’s expertise in tax codes allowed him to thoroughly explain critical rulings earlier this year and reveal how to mitigate potential estate tax liabilities with a lucrative strategy for capturing business-owning clients.

 

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The terrific trio of Allee Marchini, Jaime Ramirez, and Brittany Maples represented Simplicity San Diego's marketing team, captivating attendees with a discussion on the suite of tools and resources available through a partnership with Simplicity. From pulling back the curtain on the phases and inner workings of our event marketing funnel to deep dives into the utility of our Money Script Monday video series and timely, client-friendly email campaigns, advisors immediately tapped into these beneficial materials at no cost! Additionally, they captured and displayed the impact of these systems and capabilities by sharing real results from recent campaigns. Lastly, they closed their presentation by announcing the upcoming client acquisition training on October 23rd at 10 am PST. Whether you were able to join us or you missed us this year, take advantage of the opportunity to dive deeper into this incredible program and sign up for the webinar here!

 

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Staying ahead of product innovation is the key to delivering exceptional value and personalized client experiences. As the Head of Advanced Markets and Business Development for Life Distribution, Corey understands the importance of product design meeting client needs. He partners closely with our field distribution partners to educate, innovate, and advocate for the products, capabilities, illustrations, and competitive intel needs our market requires to be successful. A central focus of his presentation was his in-depth exploration of Allianz’s newest product, the Life Accumulator IUL, which launched in July 2024. Corey offered insights on this product’s index and bonus options and gave an overview of a new blended index designed in response to bond volatility and volatility control index underperformance.

 

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Between increasing longevity rates and historically high populations of retirees, protecting clients’ assets and planning for long-term care is more critical than ever, and expertise in Asset-Based Long-Term Care (ABLTC) strategies can set you apart. We’ve had the privilege of working with Don in smaller settings and training and were delighted to welcome him to the Simplicity San Diego stage for this year’s LPU. Don is an absolute titan in the Asset-Based Long-Term Care industry, and his presentation reflected it. Javier added immense value to this dynamic duo by following up with vital information about the advantages of ABLTC and how to get conversations started with clients to ensure they have a plan to protect themselves and their futures. From shedding light on current challenges to sharing complimentary resources, they did a phenomenal job painting the entire picture of the wave of retiring baby boomers, the implications on our clients, and what we can do to help.

 

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Nationally recognized sales trainer and industry legend Jason Jenkins unpacked the science of change to guide attendees through building trust and credibility with clients. One of the most impactful things he left the audience with is that “we change when the pain of staying the same outweighs the pain of change,” and we need to help clients overcome the pain and fear around change when meeting with them. Jason encouraged advisors to be more aware, sensitive, vulnerable, authentic, honest, and intentional with their sales process because clients’ trust lies in the convergence of connection and credibility. After a full day of valuable presentations, Jason closed out LPU with roaring applause and a standing ovation from financial professionals equipped with newfound tools, insights, and motivation to accelerate their growth.

 

 

Contact LifePro

If you happened to miss out on this year's LifePro University, or would like to know more about how you can be a part of our future events, please contact us at (888) 543-3776 and ask to speak with your Advisor Development Consultant!