On Thursday, February 23rd, hundreds of independent financial advisors across the nation came together to learn from industry-leading experts through our virtual LifePro Summit conference. Our speakers provided attendees with information on changing regulations, models that can help your business thrive, and available financial softwares and programs that strengthen your clients’ knowledge and comfort in your expertise.
As one of our speakers, Don Blanton, articulated so well during his presentation, “What one can do, another can do.” We don’t want what we know to stop with us, which is exactly why we put together some of the major takeaways from each speaker at the LifePro Summit so that you can share in the success of our community where independent does not mean alone.
Opening to the 2023 LifePro Summit
President, LifePro Financial
LifePro President, Ben Nevejans, opened this year’s Summit by announcing the exciting promotions that are currently running in an effort to help advisors grow their practice and expand their Marketing Cost Share dollars, and upcoming events to keep on your radar. From now until April 3rd, 2023, one of our prominent carriers is offering a 32% premium bonus in addition to a 20% marketing cost share bonus on all ABC annuity submitted before the deadline. Ben also shared some important upcoming events that can help you to have the best year yet such as the Wealth Builder Academy program taking place on April 4th, a Kai-Zen training on April 18th, the LPAM Academy on May 4th, and the highly anticipated Chairman’s Club Conference from September 17th-20th. Before passing it on to Patrick Kelly, he reminds us of the importance of being able to effectively communicate our solutions to clients and encourages advisors to take advantage of all of the tools that LifePro makes available to drive our partners’ success.
The Tax-Free Retirement Presentation
Best-Selling Author, Speaker, and Professional Trainer
Patrick Kelly is an industry leader with 7 best-selling books under his belt which have collectively sold more than a million copies worldwide. His first work, Tax-Free Retirement, is an educational, consumer-marketing program that assists financial advisors with helping their clients solve for tax risk by providing tools that help build their practice. Patrick explained the importance of ensuring that clients are provided not only with solutions, but also with solid explanations of the problems themselves so clients can understand them. With this, he revealed how advisor education, lead generation, and sales presentations help financial advisors support their clients and solve for tax risks. Finally, Patrick shared the exclusive promo code “897” which can be entered here to access any of his books for just $8.97.
What’s Next for IUL?
AVP Actuary at Allianz Life
With 15 years in the life insurance and annuity industry under his belt, Austin Bichler is a frequent speaker on industry trends and highly experienced with product design, pricing, hedging, and marketing in addition to his active participation in IUL regulatory matters. During his presentation at this year’s LifePro Summit, Austin laid out what to expect from the changes that come from AG49-B and the ways that regulators are attempting to improve illustrations so that they are more consumer-friendly by explaining the function and value of the products more clearly and effectively. One major takeaway from his presentation was that the regulations do not affect the way that the product performs, but rather how it illustrates and to be wary of getting involved in illustration wars or selling based on predictions.
My Circle of Wealth and Personal Economic Model
Founder and President of MoneyTrax Inc.
Don Blanton is the founder and president of MoneyTrax and the Circle of Wealth system which utilizes state-of-the-art technology to explain solutions to clients and aid in selecting better investments to prevent losses. In his presentation, he went over the top areas where people lose money, the most important financial questions that everyone should know, and the master mentor program that he offers as one of the most in-depth and extensive training programs available for financial advisors. Don also announced that the next Master Mentor program will take place on May 16th and 17th 2023 and offered a special discount and reimbursement for LifePro advisors.
Helping Advisors Breaking the Chains of Wall Street
Managing Director at LifePro Asset Management
Over the course of seven years, Rob has helped build LifePro’s in-house RIA, LifePro Asset Management, from the ground up. During his presentation at LifePro’s Summit, he covered how LifePro can help you free your practice, the golden opportunity for advisors, and how to make the most out of your time. Rob explained that LifePro Asset Management’s ability to generate qualified leads, provide a full-service advisory support program, utilize holistic financial planning, case design, reviews, portfolio management, and trading support which is all backed by industry leading technology tools. In addition to explaining all of the ways that advisors can liberate their practice, he reminds us that coaching clients through good and bad market environments is the ultimate determinant of client retention and satisfaction.
For more information on this year’s LifePro Summit or to be included in future events, please call (888) 543-3776 to speak to a Field Support Representative!