By Gabe Lindemann January 29, 2018 Episode #34: EFC Option #1 for College Funding: MEC Whole Life Contract College Planning, Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Gabriel presents a sample scenario of a family looking to reduce their EFC by utilizing a MEC Whole Life Contract. Read this post
By Kevin Nuber January 22, 2018 Episode #33: Managing Money Between Taxable, Tax-Deferred, and Tax-Free Accounts Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin consolidates the places to save for retirement into three simple buckets and shows you the types of accounts within each one. Read this post
By Allee Marchini November 16, 2017 LifePro Interview Featured in Perspectives Magazine Concepts, Life Insurance The October issue of Perspectives Magazine featured an interview with LifePro CEO, Heather Ulz and President, Ben Nevejans. The in-depth member profile included a history of LifePro, highlighted the LifePro community culture, and a positive forecast of the future. Read this post
By Dan Tatulli November 13, 2017 Episode #25: Why "Let's Talk After the Holidays" Is the Worst Thing You Can Say Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Dan reviews the importance of purchasing a life insurance policy and the impact it could have to your family in the event of an unforeseen circumstance. 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 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 Kevin Nuber October 2, 2017 Episode #19: How Does an Income Rider Work Within a Fixed Annuity Annuities, Concepts, Money Script Monday In this episode of Money Script Monday, Kevin shows you how an income rider complements a fixed annuity; providing you the perfect balance of accumulation and income while in retirement. Read this post
By Sal Mendoza September 18, 2017 Episode #17: Utilizing the Kai-Zen Strategy for Business Owners Concepts, Money Script Monday, Premium Finance In this episode of Money Script Monday, Sal describes how Premiums are jointly funded by bank financing and the participant or employer, and the power of leverage to help acquire more of the benefits your clients need to protect their future financially. 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
By Dan Tatulli August 23, 2017 Lineup Announced for LifePro University 2017 Annuities, Concepts, Investments, Life Insurance, Sales & Marketing LifePro is excited to announce the lineup for this year's LifePro University 2017! Every year, hundreds of independent financial professionals attend LifePro University to learn what's new, what's trending, and what's actually working RIGHT NOW. Read this post