By Robert Reaburn November 25, 2019 Episode #124: 4 Myths Commonly Held About the Stock Market That You Still Believe Investments, Money Script Monday In this episode of Money Script Monday, Robert provides insight on how the stock market can be a useful tool to generate long-term wealth. Read this post
By Allee Marchini November 18, 2019 LifePro Raises over $50,000 at 2nd Annual Bill Zimmerman ALS Golf Classic Sales & Marketing With the support of 88 golfers, 27 sponsors and donors, and the entire LifePro team, the event raised over $50,000 for the ALS Association Greater San Diego Chapter and the UCSD Foundation ALS Clinic. Read this post
By Sal Mendoza November 18, 2019 Episode #123: If (and Whether) You Should Buy Annuities in this Low-Interest Rate Environment Annuities, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal highlights an opportunity to help your clients build a source of guaranteed lifetime income and leave a legacy for their loved ones. Read this post
By LifePro Financial Services, Inc. November 15, 2019 NAILBA Awards LifePro CEO One of the Industry's Top Innovators and Trailblazers Annuities, Concepts, Life Insurance, Sales & Marketing With over 60 nominations, LifePro is proud to announce Chief Executive Officer, Heather Ulz, is a recipient of the 2019 NAILBA ID Twenty Award. Read this post
By Gabe Lindemann November 11, 2019 Episode #122: Are You Charging Enough for Your College Planning Services? Concepts, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Gabe presents a strategy for structuring your client fees to lead to more college funding opportunities and ultimately earning more revenue. Read this post
By Luke Geller November 4, 2019 Episode #121: Premium Finance Made Simple Concepts, Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke explains how to use Premium Financing as an essential tool in your overall estate planning strategy. Read this post
By Brian Manderscheid October 28, 2019 Episode #120: How to Protect a Portion of Your Retirement from Stock Market Losses & Taxes Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian introduces a financial vehicle that is designed to shelter income from stock market volatility and increases in taxes Read this post
By Don Blanton October 22, 2019 The Personal Economic Model: A Family's Entire Financial Model in One Picture Annuities, Concepts, Life Insurance, Sales & Marketing You’ve heard the saying that a picture is worth a thousand words, and it’s certainly true. Our Personal Economic Model® is a picture that represents a family’s entire financial model. Read this post
By Sean Brady October 21, 2019 Episode #119: Things You Need to Consider When Funding Your IUL with Qualified Money Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean presents 5 categories to focus on when repositioning your retirement income to an indexed universal life policy. Read this post
By Marcus Kiel October 14, 2019 Episode #118: IUL Crediting Strategy: Guarantees, Credits and How it All Works Annuities, Life Insurance, Money Script Monday In this episode of Money Script Monday, Marcus explains one crediting strategy that allows you to participate in stock market gains and protects you from losses. Read this post