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FINISH YOUR YEAR STRONG.

250+ FINANCIAL PROFESSIONALS. 8 SESSIONS.
SEPTEMBER 12, 2019 | SAN DIEGO, CA

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"Dream and dream big and then work to achieve that dream, and don’t take shortcuts."

COACH STEVE FISHER

2019 SPEAKERS

COACH STEVE FISHER

Legendary Men's Basketball Coach
SDSU/UM

DAVE ZANDER, CFP®

Senior Education Advisor
Alliance for Lifetime Income

DON BLANTON

Founder
MoneyTrax, Inc.

TODD PETIT

Actuarial Product Development
Allianz Life

ROBERT REABURN

Managing Director
LifePro Asset Management

HEATHER ULZ

Chief Executive Officer
LifePro

BEN NEVEJANS

President
LifePro

WHAT TO EXPECT FROM LPU 2019

EDUCATIONAL SESSIONS.

LifePro is bringing together the best and brightest in the financial industry! Presentations will include The Importance of Protected Lifetime Income During Retirement from Dave Zander, The Personal Economic Model from Don Blanton, and The Evolution of IUL from Todd Petit.

INSPIRING SPOTLIGHTS.

LifePro has asked legendary men's head basketball coach, Steve Fisher, to be this year's keynote speaker! Fisher is the winningest coach in SDSU's Basketball history and has also coached some of the all-time greats including Kawhi Leonard and the Fab Five of Michigan!

FUN, FRIENDS, AND FOOD.

Meet advisors from all over the country with similar challenges, opportunities, and markets achieving amazing levels of success. Plus, we’ll cap off the day's event with a cocktail reception so you can network with peers, company executives, and the LifePro team.

2019 TOPICS

Ben Nevejans

Investing in Your Practice in 2019!

2019 has been an incredible year for new product design, carrier competition, market environments and LifePro has been on the forefront helping our advisors take advantage of all of the opportunities these phenomena have presented. Ben Nevejans, President of LifePro, will share with you exactly what our top advisors have been up to in the first half of 2019 and how you can make sure that your 2nd half is your strongest!

Coach Steve Fisher

Tips for Success in Every Aspect of Financial Planning

Coach Steve Fisher is the most winningest coach in San Diego State Men's Basketball history and will be sharing how his team’s success can be applied to the financial world. Fisher will also explain how he coached his players to reach the team’s potential and how those concepts can be applied to your everyday practice.

Dave Zander, CFP®

The Importance of Protected Lifetime Income During Retirement

David P. Zander, CFP®, is the senior education advisor for the Alliance for Lifetime Income, a non profit He'll provide you with strategic guidance, thought leadership, and educational resources to help increase awareness of protected lifetime income solutions, including the use of annuities and Social Security and how they should be integrated into a comprehensive retirement plan.

Don Blanton

The Personal Economic Model®: A Family's Entire Financial Model in One Picture

You’ve heard the saying that a picture is worth a thousand words, and it’s certainly true. The Personal Economic Model® is a picture that represents a family’s entire financial model. Don Blanton will walk you through this model and help you start communicating your incredible services to the families you serve!

Todd Petit

The Evolution of IUL: Avoiding the Dangers of History Repeating Itself

Todd Petit is an actuary responsible for life product development at Allianz Life for the last 13 years; focusing on product design, implementation, reinsurance relations, and marketing strategy. In this presentation, Todd will weave a cautionary tale on how to avoid the dangers and pitfalls he sees repeating themselves in today’s IUL product market.

Heather Ulz

Collecting on a Life Insurance Policy Without Dying? Outrageous!

The death benefit protection on a life insurance policy is the most frequently used and talked about benefit, however, for some policies, there are also living benefits. These living benefits have become very popular in today’s products because of their almost limitless customization and flexibility for one’s unique situation. 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.

Robert Reaburn

Economic Update and LifePro Asset Management's Performance

Are we at the tail end of the longest Bull Market ever? Or is our economy poised to experience continued growth? In-house Portfolio Manager and Director of LifePro Asset Management, Robert Reaburn, will share some of the key indicators that we use to determine the right amount of risk for various market conditions and give an update on our current economy with our overall outlook.

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YOUR TICKET TO LIFEPRO UNIVERSITY 2019 INCLUDES...

Access to the annual LifePro University in San Diego, CA - September 12, 2019.

Continental breakfast prior to event and cocktail reception following after event.

Speaker presentation slides and audio/video files of each session.


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WHAT PEOPLE ARE SAYING


Jeremy F.
LPU is always great! It's a good mix of marketing ideas, sales concepts, industry updates, and a reminder of why we do what we do.

Nancy G.
LifePro University helps me have a process and master it. Biggest takeaway was make a BHAG and visualize it - say it every day!

Skip D.
I am with the best IMO in the world - LifePro! LifePro University exposes me to some great tools I am not using and some good ones I am.

MEET OUR SPONSORS

Hilton San Diego/Del Mar

Address: 15575 Jimmy Durante Blvd, Del Mar, CA 92014

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Experience a tranquil getaway at the Hilton San Diego/Del Mar hotel. The prime Del Mar location is less than a mile from beautiful beaches, across the street from Del Mar Racetrack, University of California San Diego and close to San Diego's most popular attractions. Take advantage of the complimentary transportation within a five-mile radius of the hotel and explore first-class amenities such as the beautiful outdoor pool and on-site dining.

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