Leadership

Bill Zimmerman, Founder of LifePro Financial Services Bill Zimmerman
Chairman
LifePro Financial Services, Inc.


LifePro Financial Services, Inc. is a premier distributor of life, annuity, and long-term care insurance products serving over 5,000 financial professionals nationwide. The company, based in Southern California and formally established in 1986, has roots as a life insurance marketing organization that go back over thirty-five years. The company was formed to help independent insurance agents and other financial service professionals become successful. They are LifePro’s customers and LifePro understands that its success depends on their success.

Bill started his long career in the life insurance business in 1967. During his first 20 years in the industry he excelled first as a top personal producer, then as an agency manager, building a successful life sales office, followed by a top producing period as a PPGA and GA, and finally building the top producing Independent Life Agency for a Southern California life insurance company.

Mr. Zimmerman is a founding member of the field advisory board of numerous life insurance companies, member of several local and national trade organizations, and has also written numerous articles published by major insurance trade journals.

He is also the CEO and Co-Founder of Life Professionals, Inc., a national insurance marketing company serving over 25 other regional marketing companies.


Heather Ulz, CEO of LifePro Financial Services

Heather Ulz
Chief Executive Officer
LifePro Financial Services, Inc.

  Email Heather

Heather began her career at LifePro in 1997 after studying Psychology and Early Childhood Education at George Mason University, and relocating back to San Diego. Alongside Bill Zimmerman, Heather helped grow the company from four employees to the team it is today. As one of the original LifePro employees, Heather has had first-hand experience in nearly all aspects of the company’s business. By 2006, she was promoted to COO, and was named CEO in 2015.

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, Marketing, IT, and RIA teams.

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 LifePro’s Executive Leadership Board and Board of Directors, is a member of AALU and served as Executive Director for NAIFA San Diego.


Ben Nevejans, President of LifePro Financial Services

Ben Nevejans
President
LifePro Financial Services, Inc.

  Email Ben

Ben has been in the financial services industry since 2000. Upon graduating from Plymouth State University in the White Mountains of New Hampshire with an Interdisciplinary degree in Outdoor Recreation and Business and a minor in communication, Ben moved to San Diego, CA and soon after began his career with LifePro Financial Services.

Since that time, he has been directly involved with many aspects of the insurance and annuity business including sales, recruiting, marketing and supervision. In 2003 Ben opened and operated a satellite office of LifePro out of the greater Boston area. Now back in San Diego, Ben currently sits on the executive board and oversees the Case Management, Underwriting, Case Design and Sales departments of LifePro, one of the foremost IMOs in the country.

Ben leads a team of highly intelligent, energetic and engaged individuals dedicated to the success and profitability of their customers, the independent insurance licensed financial professional.



Kevin Nuber, Vice President Field Support

Kevin Nuber
Vice President
Field Support

  Email Kevin

Sal Mendoza, Vice President Field Support

Sal Mendoza
Vice President
Field Support

  Email Sal

Brian Manderscheid, Vice President Advanced Case Design

Brian Manderscheid
Vice President
Advanced Case Design

  Email Brian

Jordan Arias, Vice President Field Support

Jordan Arias
Vice President
Field Support

  Email Jordan

ReProject
Summit2016