Our Story

A Desire for More Support and Innovation

a bold idea from a determined man led to changing how the insurance industry does business

Bill Zimmerman, LifePro Financial Services

Bill Zimmerman, the Founder of LifePro Financial Services, Inc., began what would become an illustrious career in the life insurance business in 1967. With an incredible amount of fortitude, Bill's great attitude and sheer determination helped him develop into a much sought-after expert in his field. Bill prided himself on his continued growth and worked to always stay informed on the latest innovative solutions offered in the industry.

With little money for prospecting, Bill took it upon himself to create and duplicate cassette tapes that he would mail out to prospects in the surrounding areas. Once he was able to find someone interested in hearing what he had to say, he would invite them to his "office" - which was his garage that had a desk. It was there that every individual and family who had talked with Bill saw the true passion he had for life insurance. It wasn't just a sale for him. With every encounter, he knew that he was changing lives at one of the most pivotal times of people's lives.

As he wrote policies, Bill handled all of the paperwork; designing cases, managing them through the insurance carriers, and offering annual reviews. He worked with an Independent Marketing Organization (IMO) that had made a lot of bold claims and set high expectations, yet every time, they didn't deliver. Bill bounced around from IMOs to GMOs to GAs. And he noticed an underlining trend: every company would offer the world to him - with high comps and high-quality support - yet none of them were able to exceed, let alone meet, the expectations that they had set so high.

"I always envisioned LifePro for what it is today. I am humbled to lead such an amazing team and proud to deliver on the promises we make to our advisors and our insurance company partners."Bill ZimmermanFounder
Bill Zimmerman, LifePro Financial Services

He knew that if he was able to release the burden that was holding him down - contracting, case design, case management, marketing - he would be much more efficient and able to do what he did best as a financial professional; servicing his clients. If he was able to have a company that can manage those tasks while he was out in the field, then he could double, triple, even quadruple the amount of production he had already been doing. Unfortunately, Bill wasn't able to find a company like that at the time.

Which leads us to 1986; the year LifePro was born. Bill took it upon himself to build an IMO that stands on integrity and does everything they say they were going to do - and a bit more. A company that doesn't focus on commissions, yet focuses on what is genuinely in the best interest for the end-consumer. "If there was a company," Bill stated, "that can be easy to do business with and hold their advisors and insurance companies not as just another line in the sales sheet, but as a strategic partner, I knew the insurance industry would change for the better."

On August 29, 2021, Bill passed away after a brave and lengthy battle with ALS - a progressive neurodegenerative disease that affects nerve cells in the brain and spinal cord. Through the ups and downs of procedures and treatments, Bill maintained the same great attitude that brought him so much success throughout his life.

The LifePro team is proud to honor Bill and his legacy. His lust for life and joy of living were truly unmatched, and our team aspires to reach this level of happiness and success with the advisors we serve across the nation. Keeping his relentless spirit ever-present, LifePro Financial Services continues to be a distinguished market leader and the premiere distributor of life, annuity, long-term care, and securities-based insurance products in Southern California.

The moment you walk through the doors at LifePro or speak with a team member over the phone, you'll be greeted by one of the most vibrant organizations that this industry has to offer.