By Christie Tan February 10, 2020 Key Numbers to Review for 2020 Annuities, Investments, Life Insurance As an Independent Financial Advisor, you're well aware of how important it is to stay up to date and knowledgeable on any changes to the retirement and tax planning industry. Read this post
By Sean Brady February 10, 2020 Episode #133: Discover How the Sequence of Returns Will Impact Your IUL Loans Annuities, Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean shows you how interest rate variations and timing of those interest rates can significantly impact the accumulation value of your policy. Read this post
By Michael Clementi January 20, 2020 Episode #130: What is Your Lifetime Protected Income Number? Annuities, Money Script Monday In this episode of Money Script Monday, Michael explains a retirement strategy that shields assets from stock market volatility and provides a lifetime stream of income. Read this post
By Adam Reyna January 6, 2020 Episode #128: How to Increase Your Retirement Success Probability Annuities, Money Script Monday In this episode of Money Script Monday, Adam presents 4 retirement risks and provides insight on managing each risk factor to help you reach your retirement goals. Read this post
By Kyle Tomko December 2, 2019 Episode #125: A Detailed Breakdown on How Your Annuities are Taxed Annuities, Money Script Monday In this episode of Money Script Monday, Kyle explains the idea of tax deferral, which allows you to postpone income taxation until retirement. 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 Christie Tan 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 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 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
By Allee Marchini September 24, 2019 Top Financial Professionals Exchange Ideas at the 2019 LifePro University Annuities, Concepts, Life Insurance, Sales & Marketing On September 12, 2019 we hosted our annual LifePro University to a jam-packed house of nearly 200 attendees – consisting of financial advisors, insurance carrier representatives, and some of the top industry experts all under one roof. Read this post