By Jaime Ramirez February 22, 2024 Top Financial Professionals Kick-Start 2024 at the LifePro Summit Sales & Marketing During this year's LifePro Summit, independent financial professionals and strategic partners from across the nation gathered in San Diego, CA to learn the latest sales and marketing solutions. Read this post
By Kevin Nuber February 12, 2024 Episode #318: IUL Has Strong Minimum Guarantees Life Insurance, Money Script Monday 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. Read this post
By Jaime Ramirez February 5, 2024 Episode #317: Using AI to Write Sales Emails in Under 3 Minutes Money Script Monday, Sales & Marketing 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. Read this post
By Laurence Williams January 29, 2024 Episode #316: 3 P's of Estate Planning Life Insurance, Money Script Monday 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. Read this post
By Brian Manderscheid January 22, 2024 Episode #315: Test Drive an Annuity Calculator Annuities, Money Script Monday 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. Read this post
By Gabe Lindemann January 8, 2024 Episode #314: Map Your Marketing for College Planning College Planning, Money Script Monday 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. Read this post
By Brittany Maples December 21, 2023 LifePro Year in Review: 2023 Our success is predicated on the success of our partners, so we wanted to invite you to join us in celebrating our combined accomplishments in 2023 by sharing a quick video showcasing our achievements together. Read this post
By Brittany Maples December 19, 2023 Simplicity Group Names Heather Ulz Executive Vice President 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. Read this post
By Sara Sullivan December 18, 2023 Episode #313: 6 Productivity Challenges and How to Avoid Them Concepts, Money Script Monday In this episode of Money Script Monday, Sara motivates financial professionals to increase their success by identifying pitfalls and solutions to their productivity challenges. Read this post
By Luke Geller December 11, 2023 Episode #312: Turning Compounding Interest into a Tax-Free Gold Mine Life Insurance In this episode of Money Script Monday, Luke details how compounding interest and specific tax codes built into IUL contribute to this financial vehicle’s ability to provide tax-free supplemental income in retirement. Read this post