By LifePro Financial Services, Inc. June 12, 2018 LifePro Asset Management Continues to Expand Investments LifePro Asset Management (LPAM) is happy to announce the onboarding of their newest team member, Kassi Miller. As the firm's case manager, Kassi will be responsible for streamlining the application process for advisors and their clients by providing them with ongoing status updates and handling any additional inquiries they may have. Read this post
By LifePro Financial Services, Inc. May 28, 2018 Episode #51: How Insurance Companies Create Index Allocation Options Life Insurance, Money Script Monday In this episode of Money Script Monday, Joe explains how insurance companies are able to offer index options while still delivering on their promises. Read this post
By LifePro Financial Services, Inc. April 16, 2018 Episode #45: Creating Guaranteed Income From Your Qualified Account Annuities, Money Script Monday In this episode of Money Script Monday, Joe shows you how to set aside a portion of your retirement savings to create a guaranteed source of lifetime income. Read this post
By LifePro Financial Services, Inc. March 5, 2018 Episode #39: Using an Annuity to Overcome the Four Retirement Income Risks (Part 1 of 2) Annuities, Money Script Monday In this episode of Money Script Monday, Jordan goes over a sample 'Your Retirement Income Report' that compares the account values of a S&P 500 portfolio against a fixed index annuity (FIA) and shows you... 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 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 30, 2017 Episode #23: Is 'Buy Term and Invest the Difference' for Me? Investments, Life Insurance, Money Script Monday In this episode of Money Script Monday, Jordan tackles the ever-popular recommendation of 'buy term and invest the difference' and puts the theory to the test. 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 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