Leadership

Bill Zimmerman, Founder of LifePro Financial Services Bill Zimmerman
Chairman
LifePro Financial Services, Inc.


LifePro Financial Services, Inc. is a premier distributor of life, annuity, and long-term care insurance products serving over 5,000 financial professionals nationwide. The company, based in Southern California and formally established in 1986, has roots as a life insurance marketing organization that go back over thirty-five years. The company was formed to help independent insurance agents and other financial service professionals become successful. They are LifePro’s customers and LifePro understands that its success depends on their success.

Bill started his long career in the life insurance business in 1967. During his first 20 years in the industry he excelled first as a top personal producer, then as an agency manager, building a successful life sales office, followed by a top producing period as a PPGA and GA, and finally building the top producing Independent Life Agency for a Southern California life insurance company.

Mr. Zimmerman is a founding member of the field advisory board of numerous life insurance companies, member of several local and national trade organizations, and has also written numerous articles published by major insurance trade journals.

He is also the CEO and Co-Founder of Life Professionals, Inc., a national insurance marketing company serving over 25 other regional marketing companies.


Heather Ulz, CEO of LifePro Financial Services

Heather Ulz
Chief Executive Officer
LifePro Financial Services, Inc.

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Heather began her career at LifePro in 1997 after studying Psychology and Early Childhood Education at George Mason University, and relocating back to San Diego. Alongside Bill Zimmerman, Heather helped grow the company from four employees to the team it is today. As one of the original LifePro employees, Heather has had first-hand experience in nearly all aspects of the company’s business. By 2006, she was promoted to COO, and was named CEO in 2015.

She draws upon her experience and natural-born leadership talent to guide the LifePro team in fulfilling the needs inherent to the success of the independent advisor. Heather directly oversees the Operations, Accounting, Contracting, Securities, Marketing, IT, and RIA teams.

She has been directly involved in the strategy and growth of the company and has been instrumental in the creation of LifePro’s unique and much-sought-after culture, that focuses on the team’s relentless dedication to LifePro’s Mission and Core Values. She currently sits on LifePro’s Executive Leadership Board and Board of Directors, is a member of AALU and served as Executive Director for NAIFA San Diego.


Ben Nevejans, President of LifePro Financial Services

Ben Nevejans
President
LifePro Financial Services, Inc.

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Ben has been in the financial services industry for over 18 years. Upon graduating from Plymouth State University with an Interdisciplinary degree in Outdoor Recreation and Business with a minor in communication, Ben moved to San Diego, CA and soon after went to work for Bill Zimmerman and LifePro Financial.

Since then, Ben has been directly involved with many aspects of the insurance, annuity and investment business including sales, recruiting, customer service, marketing, supervision and leadership. Over his tenure, Ben successfully oversaw the opening and operations of a satellite office in the greater Boston area and currently leads a team of highly intelligent, energetic and engaged individuals dedicated to the success of their customers.

As a frequent article contributor, member of the National Association of Independent Life Brokerage Agencies (NAILBA) Board of Directors, member of the Risk Appraisal Forum, Advisory Board member of both National Life and Allianz Life Insurance Company, Ben’s opinion is often sought out as an industry leader and expert. As acting President of LifePro Financial, Ben sits on the executive board of directors and along with LifePro CEO, Heather Ulz and Chairman Bill Zimmerman, oversees day to day operations and strategy for the firm, now one of the foremost IMOs in the country.



Kevin Nuber, Vice President Field Support

Kevin Nuber
Vice President
Field Support

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Sal Mendoza, Vice President Field Support

Sal Mendoza
Vice President
Field Support

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Brian Manderscheid, Vice President Advanced Case Design

Brian Manderscheid
Vice President
Advanced Case Design

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