“LifePro is loaded with talent and energy and is providing serious growth to all those who want to grow in this industry."
“I appreciate LifePro’s enthusiasm & commitment for our success.”
LifePro's presentations helped remind me of my opportunities."
“Teddy, your customer service has been top-notch. A genuine thank you to you and your co-workers for a wonderful experience.”
“My Broker Dealer gave me no support. With LifePro's help I made $86,900 on my first case with another $68,000 for a Stretch IRA for the same client..."
“The two day seminar I attended was life changing. Bill Zimmerman has that Motivational IT. LifePro is indeed “the greatest company of its kind in the world.”
“I have attended Webinars with a lot of different companies and you are the best! I’m impressed!”
“Thanks to Kevin and the entire LifePro team for the awesome support you provide to the agents.“
“Viva la plan de pencion! Viva! Viva le Vida de Pro!”
“Teddy, thanks for all the follow up calls with me. It says a lot about your Organization’s commitment to the field. I really appreciate it!”
“You guys spoil me and I didn’t realize how much until I test drove another company. They didn’t even come up to your guys ankles. You guys are great!”
"Like all LifePro events I've attended, LPU was well organized, oriented toward practical marketing and business production, and well presented by all the speakers. I intend to be there next year too!"
“It is hard for me to say monetarily how much everything I receive from LifePro is worth. It is an organization I will never leave."
"My income is up over 38% from last year and I'm only working 3 days per week thanks to LifePro's help."
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Bill Zimmerman Founder, President and CEO LifePro Financial Services, Inc. LifePro Financial Services, Inc. is a premier distributor of life, annuity, and long-term care and securities based 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, financial planners, and other financial service professionals become successful. They are LifePros 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. |
| Carmel Valley Office: | |
Brokerage Division |
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Ben Nevejans was born and raised in New Hampshire. He received an undergraduate degree in Outdoor Recreation, with a minor in Communication from Plymouth State University.
In 2000 Ben began his career at LifePro in San Diego, California. By 2003 Ben was the Marketing Director, and in 2004 Ben moved back to the East Coast to head LifePros Boston office. Recently Ben was promoted to Vice President of Marketing, overseeing the brokerage division back at LifePro headquarters in San Diego. |
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Field Support Representative -
Our FSRs are your go-to people for anything you need. This includes -
If you're affiliated with LifePro, either appointed through us or trying us out for the first time, you have an FSR. Don't know their name? Call us and ask! |
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Case Manager -
Our case managers act as your personal assistants, helping you get your submitted business placed. In fact, they're paid in direct relation to how much business they get paid. They work directly with the carriers utilizing a 'brokerage general agency' style of distribution, heavily dominated by the low cost term market and nationally branded insurance companies such as Prudential, John Hancock, AIG, ING, Protective and GenWorth. |
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Impaired Risk -
Our expert impaired risk underwriters can get your clients insured! They have intimate knowledge of how each carrier treats impaired risk cases. Each carrier handles their impaired risk cases differently. Some are more generous towards smokers, whereas others are better for individuals with Diabetes or Hepatitis. Knowing this can mean the difference between your client getting a Preferred or Standard policy. |
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Advanced Case Design Staff -
We provide the backend support for case design, so the agents can spend more time in the field instead of designing the cases. Train agents and financial planners how to properly and ethically structure Family Legacy Planning, Retirement and Home Equity Planning cases. Train and educate this group on concepts, products, and software. Assist and create marketing strategies for the agents to implement in their business model. We help develop proper course of action, in order to prospect, generate clients, close cases, and increase referrals. |
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| - Retail B/D - Wholesale B/D - Strategic Equity - Advanced Sales |
LifePro's wholesale life and annuities branch offers sophisticated producers and their clients a broad spectrum of business, professional and individual financial strategies and services. We heavily support advisors working in advanced markets with customized financial strategies and appropriate products, including fixed and indexed life insurance and annuity products. |
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Securities Staff -
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Heather is a Southern California native, graduating from San Diguito High School. Most of her college undergraduate work has been in Psychology. Heathers experience before joining the LifePro team include running the operations of a company that specialized in industrial lift equipment and running a successful daycare and preschool when her children were younger. Heather came to LifePro in 1997, as Mr. Zimmermans personal assistant. From there Heather has seen the company grow from 4 employees to its current state. Her responsibilities have also grown over the years. At some point in her tenure at LifePro, she has done everything from running the accounting, to case management and quote running, to contracting and licensing, to securities administration. Recognizing her undying commitment to the LifePro team, Mr. Zimmerman graciously bestowed Heather with her Golden Eagle status, LifePros award of Commitment and Excellence in 2003. She was subsequently promoted to the position of Vice President of Operations in 2004. Her current responsibilities include managing everything from the ground up at LifePro, and ensuring that LifePro provides excellent and unparalleled service and commitment to our customers, employees, and insurance affiliates. Heather thoroughly enjoys working with the LifePro team everyday and believes that it takes an incredible person to be on the team, as each team member is completely dedicated to greatness. When not tirelessly helping drive the LifePro bus toward success, she is a devoted mother of two teenagers, Cory and Lauren, and a loving wife to her U.S. Marine, Robert. |
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Contracting Staff -
Licensing and contracting is a full service department with the LifePro family that assist's our clients (agents) with ALL their contracting needs from agent contract submission to the home office, to complete follow up with and update contract status, along with commission assistance. |
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Administration Staff -
From commission accounting to answering the phone with a friendly "Hello", our admin team's goal is to get you what you need when you need it. |
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- Hardware |
Our Creativity Team is a synthesis of design, support, and business analysis that couldn't have happened anywhere but the Greatest Company of its Kind in the World. This unique team is redefining how technology and marketing work together in a business environment. Our user-oriented systems and websites adapt to our customers' needs, while our scalable data systems and customer-oriented support model make computer to work for people, not against them. We work hard, we love what we do, and we're serious about your success. From online quotes and case status, to promotional materials and presentations that help your clients make the right financial decisions, the CreativITy Team is here to help you! |
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Costa Mesa Office and Arizona Office: |
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VP of Business Development |
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Cathy has been the Director of Client Relations for LifePro Financial Services for the past 5 years and is the Director and co-founder of the Educational Institute of the Southwest. Cathy provides exceptional support and service for associate T.E.A.M. members as well as clients. Utilizing her extensive knowledge and background, Cathy is able to effectively motivate and educate clients and advisors on the principles of Asset and Debt management. |
Corporate Contact Information:Carmel Valley Office:
Phone- 888 LIFEPRO or 888-543-3776
Fax- 858-793-5990, alt. fax 858-793-4981
Costa Mesa Office: 949-756-5444
Florida LifeBridge Office: 949-298-2939
Arizona Office: 800-556-8898
General Information: info@lifepro.com * LifePro is not a subsidiary of nor controlled by ING Financial Partners, Inc. Registered representative of, and securities offered through ING Financial Partners, Inc. Member SIPC | |