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 Sean Brady July 3, 2017 Episode #6: Selecting an Index Crediting Method for Your IUL Policy Life Insurance, Money Script Monday One benefit of an IUL is its potential to gain interest based on an external index. But how much indexed interest you receive will vary, depending on several factors. One factor is the interest-crediting method you choose for your IUL. 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 Sal Mendoza June 26, 2017 Episode #5: Using a Hybrid Annuity for Both Immediate Income and Accumulation Annuities, Money Script Monday Sal explains the pros and cons of both immediate and deferred annuities and offers insight into a hybrid annuity that could provide you with both immediate income and accumulation. Read this post
By Brian Manderscheid June 19, 2017 Episode #4: The Costs Associated with an Indexed Universal Life Policy Life Insurance, Money Script Monday You may have found articles on the internet stating that an Indexed Universal Life policy is expensive but is that really the truth? 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 Kevin Nuber June 5, 2017 Episode #2: Purchasing Life Insurance: Which Policy Is Right for Me? Life Insurance, Money Script Monday So you're looking to purchase a life insurance policy, but not sure which policy to choose. Whether it's term or permanent, you will want to understand the fundamentals between the two categories. 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 Ben Nevejans April 5, 2017 Special News Update - DOL Delayed Annuities, Investments In an expected move, the Department of Labor announced earlier today a delay of the Fiduciary Rules April 10 implementation date to June 9th, 2017. Read this post
By Brian Manderscheid January 19, 2017 How Trump’s Tax Plan May Affect You and Your Clients Annuities, Investments, Life Insurance There are three things that are certain in life: Death, taxes and tax law changes. As it pertains to our industry, one of the biggest agenda items in Trump’s one-hundred-day plan is comprehensive tax reform. Read this post