By Dan Tatulli March 17, 2015 Ben Nevejans Named to NAILBA 2015 Board of Directors Annuities, Life Insurance It’s still early in the year, but it has already been a very active one for Ben Nevejans. As President of LifePro, Ben oversees the activities from his field support team and makes sure the focus and end goal is always kept on their customer: the independent financial advisor. Read this post
By Dan Tatulli March 3, 2015 $21.5 Million in 10 Days Life Insurance When it comes to getting your application – to quote one of our own, “from submission to commission”, there are a few things you can do to make the process as seamless as possible. We have reviewed the top techniques our elite advisors perform along with conducting several interviews from our case management team in order to break down how to get your cases paid as fast as possible – without any disruption. Read this post
By Dan Tatulli February 23, 2015 RECAP: The 2015 Sales and Marketing Event for Independent Financial Advisors Sales & Marketing The LifePro Summit was on February 11th and if you were not able to attend, you missed a sensational event that was jam-packed with insight, sales training, applicable tactics, and an inside look into the changing economical environment. Read this post
By Brian Manderscheid February 23, 2015 Exclusive Circle of Wealth Online Training Program Concepts, Life Insurance Was one of your goals for 2015 to implement a proven, client-focused marketing system into your practice? If you’re currently looking into sales systems for financial advisors, we highly suggest you take a look at a new offer being exclusively given to LifePro advisors. Read this post
By Dan Tatulli January 6, 2015 5 Steps for a Successful 2015! Concepts Now that the New Year is upon us, it’s time to make some smart moves to set yourself up to have the best year yet in 2015! Read this post
By Dan Tatulli December 12, 2014 How Your Credibility Can Shatter in an Instant Annuities, Life Insurance, Sales & Marketing In the life insurance and annuities industry, credibility is everything. It’s the foundation of the trust that clients, insurance carriers, and underwriters depend on to grow your business. Read this post
By Dan Tatulli November 20, 2014 LifePro Recognized for Outstanding Ethical Practices Annuities, Investments, Life Insurance, Sales & Marketing Each week, the Rotary Club of Del Mar recites their 4-way test when they meet for lunch. These questions include: Is it the truth? Read this post
By Dan Tatulli November 20, 2014 Heather Ulz Nominated for "Women Who Mean Business" Award Annuities, Investments, Life Insurance, Sales & Marketing Heather Ulz, Chief Operations Officer and one of the original LifePro employees, has been nominated and selected as a finalist for the prestigious “Women Who Mean Business” Award. Read this post
By Dan Tatulli November 5, 2014 U.S. Treasury Department Endorses Annuities Annuities Last Friday, the U.S. Treasury Department took another exceptionally important step to promote retirement income security “designed to expand the use of income annuities in 401 (k) plans.” Read this post
By Dan Tatulli September 24, 2014 LifePro University 2014: The Premier Sales and Marketing Event Annuities, Concepts, Life Insurance, Sales & Marketing With the fourth quarter right around the corner, we begin to reflect on 2014. What will you be saying at the end of the year? Has your profitability gone up as compared to other years? Read this post