By LifePro Financial Services, Inc. September 11, 2017 Episode #16: Your Personal Wealth Report - Part 3 of 3 Life Insurance, Money Script Monday In this episode of Money Script Monday, Jordan concludes the 3-part series about Your Personal Wealth Report and demonstrates how an IUL policy would perform in historical markets. Read this post
By LifePro Financial Services, Inc. July 6, 2017 How to Conduct a Successful Annual Policy Review in 4 Easy Steps Life Insurance, Sales & Marketing Congratulations! You did it! You helped your client start an Indexed Universal Life (IUL) Insurance policy, which will give their family tax-free death benefit protection. It looks like everything is perfect, but there is more work to be done to ensure the policy performs at its full potential. 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 LifePro Financial Services, Inc. June 12, 2017 Episode #3: Does the '4 Percent Rule' Still Work for Retirement Income? Annuities, Money Script Monday For over a decade, many people have been following the 4% Rule when it comes to figuring out how much to save for retirement. In this episode, Jordan Arias will give you a quick overview of the 4% Rule... Read this post
By LifePro Financial Services, Inc. August 30, 2016 Become a Trusted Advisor with the InsMark Compare Report Annuities, Life Insurance In light of the recent DOL ruling, strict fiduciary standards will soon be imposed to ensure we’re acting in the best interest for our clients. Read this post
By LifePro Financial Services, Inc. May 19, 2016 Key Takeaways from EBRI’s 2016 Retirement Confidence Survey Annuities, Investments, Life Insurance LifePro would like to share results from the Employee Benefit Research Institute’s Retirement Confidence Survey. Read this post
By LifePro Financial Services, Inc. May 2, 2016 When a Client Loses a Loved One Life Insurance Losing a loved one can be one of the most traumatic events in a person’s life. Not only do these individuals have to cope with their own grief, but they are also responsible for handling many social and financial responsibilities. Read this post
By LifePro Financial Services, Inc. January 27, 2016 Meet Motivational LIFE Speaker, Tara Newby Life Insurance Preston Newby, 24, was a youth pastor who lived to serve other people, says his wife, Tara. Preston was struck from behind by a driver who swerved to avoid the accident scene. He died moments later in Tara's arms. Read this post
By LifePro Financial Services, Inc. January 11, 2016 Key Numbers to Review for 2016 Annuities, Investments, Life Insurance There is a certain list of numbers to keep in mind all throughout this year. 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