By Jaime Ramirez February 22, 2024 Top Financial Professionals Kick-Start 2024 at the LifePro Summit Sales & Marketing During this year's LifePro Summit, independent financial professionals and strategic partners from across the nation gathered in San Diego, CA to learn the latest sales and marketing solutions. Read this post
By Luke Geller December 11, 2023 Episode #312: Turning Compounding Interest into a Tax-Free Gold Mine Life Insurance In this episode of Money Script Monday, Luke details how compounding interest and specific tax codes built into IUL contribute to this financial vehicle’s ability to provide tax-free supplemental income in retirement. Read this post
By Kyle Tomko August 14, 2023 Episode #296: How to Position an IUL Sale in 60 Seconds Life Insurance In this episode of Money Script Monday, Kyle provides highly effective resources for clients that communicate how IUL is not just a product but a solution to potential financial problems from taxes and market volatility. Read this post
By Brian Manderscheid June 22, 2023 How to Incorporate a 'Volatility Buffer' into Your Retirement Plan Life Insurance In this piece from Brian, he shares a volatility buffer strategy (using an Indexed Universal Life) that could be utilized during accumulation years to alleviate potential pain from account losses and withdrawals in the distribution years. Read this post
By Brian Manderscheid May 25, 2023 Buy, Borrow, Die: This is How the Rich Avoid Taxes Life Insurance In this piece from Brian, he refutes the claims that the advantages of the "Buy, Borrow, Die" strategy are strictly available to the rich by explaining how this strategy can be used with IUL. Read this post
By Brian Manderscheid May 18, 2023 Don't Buy (Or Offer) an IUL Until You Read This Life Insurance With the rockiness we have seen in the stock market, the potential for an upcoming recession, the national debt crisis, and the Tax Cuts and Jobs Act sunsetting in 2026, IUL is positioned well for a continued rise in sales. Read this post
By Laurence Williams May 1, 2023 How To Create Your Own Private Reserve Wealth Strategy Life Insurance In Laurence's latest article featured in Broker World Magazine, he reveals the most common uses of cash-value life insurance, the way to structure a policy, and how to access your money. Read this post
By Brian Manderscheid April 17, 2023 Episode #281: The Truth Behind the Cost of an IUL Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian presents a case study to exemplify how an IUL could produce more returns than alternative vehicles, even with the same funding. Read this post
By Kevin Nuber March 13, 2023 Episode #276: Do These Three Things To Make an IUL Come True Life Insurance, Money Script Monday In this episode of Money Script Monday, Kevin points to the top three shared factors from over 15,000 actual enforced policies that distinguishes a successful IUL from an unsuccessful one. Read this post
By LifePro Financial Services, Inc. March 6, 2023 LifePro Summit 2023: Peaking Your Potential Sales & Marketing On Thursday, February 23rd, LifePro Financial hosted our premiere sales and marketing conference, LifePro Summit, virtually to independent advisors nationwide. Read this post