Lineup Announced for LifePro University 2017

LifePro is excited to announce the lineup for this year's LifePro University 2017 taking place on Thursday, September 14, 2017 in San Diego, CA!

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.

That's why we're bringing together the best of the best in life insurance and annuity selling, seminar marketing, investment advisory, and CPA partnerships in one room to network, collaborate, and share strategies.

Click here to register and use code "LPU2017" to waive registration fee ($79.95 value) »

Meet the featured speakers for this year's LifePro University event...

Dr. Tony Alessandra at LifePro University 2017

KEYNOTE: How to Gain the Competitive Advantage in Selling

Dr. Tony Alessandra
Top 50 Sales and Marketing Influencer

Selling today has evolved from a transactional, one-shot sale mentality to building lifetime customer relationships; from persuading and telling to problem solving and helping; from low-price selling to value-added selling.

In this interactive session, Tony shows you how to become a solution consultant by focusing more on studying customer needs and assuring customer satisfaction than on pitching product features.

Some of the guiding philosophies of this program include:

  • Prescription before diagnosis is malpractice
  • People don't buy because they're made to understand, they buy because they feel understood
  • Professionals are defined not by the business they're in, but by the way they're in business
  • When two people want to do business together, they won't let the details stand in the way
  • The sale begins when the customer says... Yes

Recognized by Meetings & Conventions Magazine as "one of America's most electrifying speakers," Tony's polished style, powerful message, and proven ability as a consummate business strategist consistently earn rave reviews and loyal clients.

LifePro Elite and VIP Top Producer Panel

Top Producer Panel - Question & Answer

VIP & Elite Panel
LifePro Advisors

Due to its immense popularity, LifePro is once again asking some of their top producers to come together and share their stories on how they became successful. From seminars to radio shows to annual reviews, you'll hear from some of the best on how to build a profitable and sustainable practice.

LifePro Elite Advisors are financial professionals who are generating over $250,000 of production on an annual basis. These advisors are in LifePro’s exclusive program that is designed to support Million Dollar Round Table professionals.

The program offers 24/7 full access to the LifePro staff and participation in several Mastermind meetings with other Elite Advisors from around the country as well as an all-expense paid trip to a tropical destination on behalf of LifePro as a thank you for their tremendous business.

Ken Buckley Premium Financing CPA Partnership LifePro University 2017

The Ultimate CPA Partnership Opportunity

Ken Buckley
President, The Buckley Group

It's known that a partnership with a local CPA firm can get very lucrative very quickly, however, the introduction to such firms has always been tough for financial professionals. Ken will be discussing how to approach other advisor firms in your area that have clients who desperately need large case premium financed life insurance policies by conducing events via online or in-person.

Kenneth J. Buckley started The Buckley Group more than 35 years ago, when he realized that being an independent insurance broker was the only way to effectively service his clients and be sure that he was providing them with the best of all options.

Since then, Ken has diligently researched an array of financial products, partnering with the most respected CPA’s and attorneys in the country to expertly tailor each client’s portfolio. As an MDRT Top of the Table Member, Ken has access to the most exclusive products available and the leverage to work with insurance companies to offer customized programs.

Ben Nevejans President LifePro

Confident Growth in Uncertain Times

Ben Nevejans
President, LifePro

What does every successful financial and insurance practice have in common? The ability, tools and drive to help their clients navigate through confusing and uncertain financial and socioeconomic times.

There is no doubt or debate that we find ourselves in uncertain times. Your clients are bombarded daily with global reports and threats of terrorism, nuclear attacks, devastating interest rates and economic upheaval. Domestic threats from extremist groups, political uncertainty and the economy all add to the confusion. Throw in a nearly $20 Trillion national tax debt, looming regulation and it’s enough to scare anyone into complete financial paralysis.

So what do the true professionals do in times like these? They lead with confidence knowing that their products, tools and strategies can and will provide clarity and growth during these uncertain times. Ben Nevejans will kick the day off sharing those exact tools and strategies that will not only propel you into the lead advisor role but position you as a true hero to the clients and prospects that need you the most!

Ben has been in the financial services industry for the past 18 years. Upon graduating from Plymouth State University in the White Mountains of New Hampshire with an Interdisciplinary degree in Outdoor Recreation and Business, supplemented with a minor in communication, Ben moved to San Diego, CA and soon after went to work for Bill Zimmerman and LifePro Financial. With the mentorship and vision of Bill Z, Ben dove into the financial industry head first. Since that time, he has been directly involved with many aspects of the insurance, annuity and investment industry 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 acting President of the company, Ben sits on the executive board of directors and focuses on day to day operations and strategy for LifePro Financial Services, Inc, now one of the foremost IMOs in the country.

Jimmy Pomerance Impact Speakers

How to Deliver the Most Engaging and Dynamic Presentations

Jimmy Pomerance
CEO, Impact Speakers

The optimum goal for any sales professional today is getting the attention, engagement and results for prospective or ongoing clients. Customers come to expect that as quickly as possible today. Speaking, presenting and selling are not art forms, but rather tangible business skills. Jimmy is going to show you the skills that can be learned, mastered and perfected.

Jimmy brings over 15 years of experience teaching, training and coaching sales professionals across many industries, but especially the financial services industry.

He's had a great passion for sales, presentation and speaking from as early as he remembers! He served as the National Sales Training Director for AIG/Sun America and a Divisional Sales Manager for Sun Life Financial. During those years, Jimmy created and instituted several sales training programs for new hires, sales associates and top management. In addition, he assisted the marketing departments in crafting unified sales messaging and campaigns.

In 2005, he took the leap of faith and launched his entrepreneurial company Impact Speakers and has never looked back! He now divides his time and energy between motivational speaking engagements and working directly with companies and individuals looking to improve and energize their businesses through upgrading their presentation, communication and sales results.

Robert Reaburn LifePro Asset Management

State of the Economy Address and LifePro Asset Management Update

Robert Reaburn
Vice President, LifePro Asset Management

As the Vice President for LifePro Asset Management, Rob Reaburn will provide his insight into the state of the economy and predict what industry trends are saying about the future. He'll also go over the tremendous growth of LifePro's RIA and the opportunity you have to become the modern day financial professional.

Robert comes to LifePro with close to 10 years of investment experience. Robert began his time in capital markets as an equity and fixed income research analyst with a focus on U.S. equities and high yield corporate bonds. Afterward, Robert took on more responsibility becoming an Associate Portfolio Manager where he was in charge of top down U.S. equity strategy as well as bottom up security selection and portfolio construction.

Over his tenure, Robert has worked on multiple Lipper Award winning funds and believes that utilization of IUL and Fixed Indexed Annuities within a retirement strategy can improve retirement outcomes and help clients manage risk more effectively.

Heather Ulz CEO of LifePro

The Power of Living Benefits with a Life Insurance Policy

Heather Ulz
CEO, LifePro

The death benefit protection on a life insurance policy is the most frequently used and talked about benefit, however, there are certain policies that also provide living benefits. Heather will review the challenges and obstacles she witnessed firsthand with Founder of LifePro, Bill Zimmerman's, road to recovery and demonstrate the powerful effects of an indexed universal life insurance policy's living benefits.

As one of the original LifePro employees, Heather has first-hand experience in nearly all aspects of the company’s business. 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, and CreativITy teams.

Heather began her career at LifePro in 1997. Since that time 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 the Executive Board and Board of Directors.

Register today for LifePro University 2017

Use coupon code "LPU2017" at checkout to waive registration fee ($79.95 value)! See you at LPU on September 14, 2017 in San Diego.

About Dan Tatulli

Dan Tatulli is the Marketing Director at LifePro. He works with financial professionals on strategic marketing and branding campaigns to deliver relevant and timely content to their community.