LifePro

Are you as excited for this year's speaker lineup as we are?

Now that you've been introduced to the esteemed industry leaders taking the stage, we want to give you a sneak peek 👀 at what you can expect from their presentations!

🌟Jason Jenkins🌟
Mr. Jenkins will share what made him successful as a financial advisor and his journey to gathering millions in assets annually.

🌟Joe Jordan🌟
Mr. Jordan will reveal how to incorporate purpose-driven retirement planning to generate sales and strengthen client relations.

🌟Don Quante🌟
Mr. Quante will do a deep dive into the Million Dollar Advisor system, the preeminent asset-based long-term care planning program.

🌟Javier Allen🌟
Mr. Allen will provide valuable insights into highly competitive markets and discuss how to protect assets and plan for LTC needs.

🌟Corey Luke🌟
Mr. Luke will discuss how he drives the life insurance product strategy, competitive intelligence, and illustration development efforts at Allianz Life.

🌟Andrew Rinn🌟
Mr. Rinn will simplify advanced financial planning concepts and explain how advanced markets can serve as the next-level catalyst for your client relationships.

Make sure you register for the 2024 LifePro University to hear all this and more!

Are opportunity costs on your monthly budget? 👀

When you combine the cost of:

🔍 prospecting
🤝 administrative support
📜 licensing
🧲 marketing
🏢 office leasing
📑 case management
⚙️ case design

AND the ⏰ opportunity cost associated with allocating your time to these things, running a business can quickly become EXPENSIVE💸

Even though these things can be expensive, it doesn't mean they have to be.

Join us on Wednesday, August 21st at 10 AM PST for the Client Acquisition Webinar and learn about the program used by top advisors across the nation to:

📈 streamline business operations and free up time to meet with more clients
💰 target ideal leads and secure clients for a fraction of the cost and time
👨‍💻 manage a growing client base with an advanced and efficient CRM system

LifePro Webinar | Reach More Qualified Clients With Targeted Workshops and Webinars Learn how to stop the costly trend of prospects not showing up to your webinars and seminars at the FREE upcoming online training.

LifePro’s Signature Sales Presentations have been a cornerstone of advisor success and an impactful driver of conversions for decades. 📊💼

These carefully crafted presentations cover key financial topics, such as retirement planning and college funding, and deliver strong, actionable offers designed to resonate with your audience. 🎯

The dynamic nature of these presentations ensures there’s something for every advisor’s toolkit to meet your client’s needs and elevate conversion rates. 🚀

In this episode of 💰 Money Script Monday, Jaime walks through the logistics of LifePro’s versatile signature sales presentations, which have years of proven results from advisors who have implemented this program into their sales process. 💪📈

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Episode #342 - Enhance Workshop Conversions with These Presentations In this episode of Money Script Monday, Jaime walks through the logistics of LifePro’s versatile signature sales presentations which have years of pro

Retirement is a significant milestone, often filled with dreams of travel, leisure, and enjoying the fruits of a lifetime of labor. 🏖 However, the way retirees manage their savings can significantly impact their quality of life. 👀

A recent study 📖 revealed the fascinating trend emerging among retirees that demonstrates the beneficial impacts annuitized income can have on one’s retirement.

In their study, “Guaranteed Income: A License to Spend,” David Blanchett and Michael Finke found that retirees with assets that annuitize income tend to spend twice as much as those with non-annuitized savings. 🤯

Understanding how annuitized income offers financial security 🛡 and psychological benefits 🧠 can have a major impact on a retirement’s success is the first step to understanding how and why retirees using this financial strategy can achieve more in retirement.

To learn more or read the study, visit the full post below from Lucas Miller!

How Retirees Are Multiplying Their Spending Power In this blog, Lucas shares research findings on how retirees utilize annuitized income to enhance their spending power and enjoy a more fulfilling, st

Fixed Index Annuities often include Price Return and Excess Return volatility-controlled indices within their allocation options. Understanding how these are measured and what makes them different from one another is essential for making informed allocation decisions.

In FIAs, Price Return and Excess Return Indices offer distinct performance measures, and their varying sensitivity to interest rates impacts renewal caps and participation rates. Price Return Indices track an index's price changes over time, while Excess Return Indices measure the return above an expected benchmark growth rate.

In this episode of Money Script Monday, Sean details the differences between Price Return and Excess Return Indices, helping you navigate FIA allocation options and their implications.

Episode #341: Price and Excess Return Volatility-Controlled Indices In this episode of Money Script Monday, Sean details the differences between Price Return and Excess Return Indices to aid in navigating FIA allocatio

What if you could find qualified prospects online for a fraction of the cost of traditional marketing methods such as mailers?

Our Educational Workshops and Webinars Program gives you all the resources you need to deliver polished and professional educational workshops, online and in-person, to qualified prospects on a weekly basis.

Ready to learn more? Click the link in the comments to be among the first to save your spot!

LifePro Webinar | Reach More Qualified Clients With Targeted Workshops and Webinars Learn how to stop the costly trend of prospects not showing up to your webinars and seminars at the FREE upcoming online training.

Happy August! 🌞

At LifePro, we are celebrating our core value of the month; extraordinary teamwork.🤝

Together, we achieve more. Let's continue to support and uplift each other, ensuring that every contribution makes a meaningful impact. When we unite our diverse skills and perspectives, we create a powerful force that drives excellence and innovation.🌟

Thank you to every member of our incredible team and our partners for your dedication and collaboration. Let's keep striving for greatness, together! 💪

🚀 Unlock Your Future at LifePro University 2024! 🚀

🌟 Join us on September 4th at the luxurious Westin Carlsbad Resort & Spa for the premier sales and marketing event for financial professionals.

✅ What to Expect:

Inspirational keynotes from industry all-stars.
Networking opportunities with top leaders and peers.
Access to exclusive training and resources.
Enjoyment of the stunning California coastline.

🎟️ Register Now for FREE! Don't miss your chance to elevate your career and connect with the best in the business.

🚨 🚨 ECONOMY ALERT🚨 🚨

The United States recently broke a new record of gross national debt:

"The US national debt topped a psychologically important milestone of $35 trillion in recent days and has risen by $1 trillion since January — mounting by nearly $5 billion every day so far...

America’s red ink has now jumped by more than 75% during the Trump and Biden administrations"

Continue reading more from Yahoo Finance below...

The US national debt just surpassed another milestone: $35 trillion The US national debt topped $35 trillion in recent days, capping a run under the Trump and Biden administrations where America's total red ink jumped by more than 75%.

🛡 Protecting retirement savings from market volatility is crucial for financial security, and today's uncertain economic climate presents significant challenges for those approaching retirement.

😥 With a more limited time horizon to recover from possible losses, retirees are in a disadvantaged position where they have less time to safeguard their retirement savings and ensure financial stability.

⌛ With less time to recover from financial losses, the need for protective financial products that safeguard against market risk becomes more crucial than ever before.

💸 In this episode of Money Script Monday, Laurence brings attention to the increased severity of market volatility for retirees and emphasizes the importance of protected income sources for a stable retirement.

Episode #340: You Earned It, Protect It! In this episode of Money Script Monday, Laurence brings attention to the increased severity of market volatility for retirees and emphasizes the impor

🚨LIFEPRO UNIVERSITY SPEAKER ANNOUNCEMENT🚨

Join us at the 2024 LifePro University and hear from Javier Allen of OneAmerica Financial!

As a Regional Account Director specializing in Insurance, Annuities, and Long-Term Care (LTC), Javier brings valuable information to advisors and helps them improve their business by:
🔎 Focusing on the value proposition and benefits for clients, rather than just listing skills
🤩 Highlighting their passion for delivering exceptional client experiences
🏆 Adding more details about the company and its offerings
🤝 Providing a clear call to action for interested parties to connect with

Ready to shift from slowing to growing? Come to LPU 2024 and discover priceless knowledge from some of the industry's brightest leaders to build your business!

🚨LIFEPRO UNIVERSITY SPEAKER ANNOUNCEMENT🚨

As a graduate of Drake University School of Law and Midland University, Andrew Rinn brings immense value to the LifePro stage as a unique speaker with a blend of interdisciplinary knowledge.

His areas of expertise include:
💸 Wealth preservation
👨‍👩‍👧 Estate planning
⚙️ Business planning
👑 Executive benefits

As a frequently published author, you can find his work in many industry publications such as Life Insurance Selling, Senior Market Advisor, National Underwriter, AALU, and Journal of Financial Service Professionals.

Andrew's leadership shines through involvement and service within the industry and beyond as a NAIFA trustee and a previous board of directors member of the American Cancer Society.

Join us at LPU and discover the latest that Andrew has to share on advanced markets!

🌟 Maximize Your Savings in Today's Economy! 🌟

Feeling the pinch of high inflation and interest rates? Savers, it’s your time to shine! 💡 Discover how you can benefit from improved returns on savings instruments in the current economic climate.

📈 In our latest Money Script Monday episode, Brian reveals powerful strategies to lock in favorable rates and boost your life insurance policy's returns with a premium deposit fund. Don’t miss out on these tips to reclaim premiums and enhance your savings!

👉 Click here to learn more and take control of your financial future:

Episode #339: How to Fund an IUL and Get Your Premium Back In this episode of Money Script Monday, Brain explains how savers can lock in favorable rates while maximizing the benefits of a life insurance policy

🚨LIFEPRO UNIVERSITY SPEAKER ANNOUNCEMENT🚨

We're bringing the latest product information to our LPU attendees by welcoming Allianz's Head of Life Advanced Markets and Business Development, Corey Luke, to tell you all about it!🤩

Corey is truly one of the industry's brightest minds and his extensive knowledge spans a wide range of topics such as:

⚙️Life Insurance Product Development and Product Management
👀 Life Product Positioning/Marketing
🕵️ Competitive Intelligence
💡 Product Strategy
📚 Distribution Training and Education
📈 Illustrations Management
🏆 Life Insurance Case Design and Sales Coaching
🧠 Advanced Marketing Concepts
🛡️ Product Emphasis: Indexed Universal Life, Variable Universal Life, Whole Life
🤝 Distribution/Relationship Management
💸 Financial Planning

We are so excited to hear from such an insurance rockstar and hope you are too! Register below and don't forget your notebook because there's going to be a lot of value you don't want to miss 😉

In Michael’s article featured in Broker World Magazine, he highlights the key considerations for addressing the often overlooked challenge of long-term care faced by retirees. 🛡️

"Your clients work with you today because they need your help piecing together their puzzling financial plan so their retirement lifestyle is comfortable and structured for a lifetime benefit. After building their net worth, your clients are happily coasting through retirement, but there is a new challenge on the horizon that you probably have not discussed with them yet. That missing puzzle piece is an asset-based long-term care plan.

Before implementing a long-term care plan to complete your client’s financial puzzle, there are a few considerations to make. The first thing to recognize is the steep costs associated with long-term care expenses without implementing a proper plan. Second, you must identify the target market within your current book of business. Finally, you must determine which asset will be the most appropriate to fund your asset-based long-term care plan..."

Continue reading below!

Asset-Based Long Term Care Protection In Michael’s article featured in Broker World Magazine, he highlights the key considerations for addressing the often overlooked challenge of long-ter

We are going LIVE in UNDER ONE HOUR!!!

Secure your last-minute seat for our Virtual Social Security Workshop Training and learn how to level up your workshops by ditching the "bait and switch" product pitches and adopting an event marketing platform to help increase your workshop ROI!

If you haven't saved your spot yet for the Social Security Workshop Training, act fast because we are going LIVE in under 24 hours!!

During the training, we're going to be answering questions like:

💸 What can I change to make my events more profitable?
🧲 How can I improve my workshops to gain more appointments?
🔎 Where can I find qualified clients?
🙅 Why am I losing clients at the appointment phase?
⚙️ What part of my process is causing a low rate of return?

🚨LIFEPRO UNIVERSITY SPEAKER ANNOUNCEMENT🚨

We keep adding to our incredible lineup of speakers for the 2024 LifePro University and aren't looking to stop anytime soon! 💡

In addition to Jason Jenkins and Don Quante CLTC Quante, we're bringing you even more expert knowledge from Joe Jordan!🤩

Joe is truly an industry leader and was recently awarded the John Newton Russell Memorial Award, the highest honor accorded by the insurance industry for outstanding services to the institution of life insurance.🏆

You may have heard of his best-selling book, "Living a Life of Significance", a highly awarded book celebrating financial advisors' true purpose and significance as noble professionals who help provide clients with independence, dignity, and a legacy. 📖

Catch him on the stage at this year's LPU to discover how you can celebrate your honorable purpose in life and inject inspiration into your career to take your practice to unprecedented levels of success!📈

Click the link in the comments to learn more about this year's LifePro Financial University and book your discounted hotel before prices increase! 🗓️

The college planning season, which spans from August to December, is critical for connecting with prospective families seeking guidance for funding their children’s higher education. Capitalizing on this vital period is crucial for success so you can get the most out of the optimal college planning season.

Hosting frequent seminars from August to December can enhance your outreach and lead generation. But before hosting webinars or workshops, many essential considerations must be made. In this episode of Money Script Monday, Gabriel outlines strategies to optimize your college planning season, ensuring your team can handle increased appointments and convert leads into live cases.

Episode #338: Optimize Your College Planning Season Returns In this episode of Money Script Monday, Gabriel outlines strategies to optimize your college planning season, ensuring your team can handle increased

With advanced technology and automation on our side, we believe no advisor should struggle with:

🚷 high no-shows
🤦‍♂️ low conversions
💸 overpriced mailers
📉 underwhelming results

If you're determined to improve the quality and returns of your Social Security Workshops, we're determined to work fiercely for your extraordinary success!

Join us virtually on Wednesday, July 17th at 10 AM PST for an advanced Social Security Workshop if you want to:

👏 Deliver impactful and profitable Social Security workshops
📈 Utilize conversion tactics and fool-proof automation to increase appointment ratios
🤩 Discover the art of guiding clients to clear, actionable solutions with real case studies
🤳 Overcome poor turnout and high marketing costs with innovative digital marketing

🚨LIFEPRO UNIVERSITY SPEAKER ANNOUNCEMENT🚨

Join us at the 2024 LifePro University to hear from one of the industry's leading experts in Asset-Based Long Term Care (ABLTC), Don Quante CLTC! 🤩

Don is a true industry leader, a lifetime member of the Million Dollar Round Table's prestigious Top of The Table, and a 2022 Hall of Fame inductee.🏆

You may have heard of his best-selling book, "Don't Go Broke in a Nursing Home", a hands-on real-life consumer guide to protecting your assets from the risk of long-term care. 📖

Don brings so much value to every event he's at, so don't miss out on him taking the stage at this year's LPU!💡

Click the link in the comments to learn more about this year's LifePro University and book your discounted hotel before prices increase! 🗓️

Ditch the "bait and switches" and product pitches!

Join us on Wednesday, July 17th at 10 AM PST to learn how to find qualified prospects, increase your appointment ratio, and convert more attendees into paid clients.

Click the link in the comments to learn more about upgrading your approach to social security workshops!

📣 Attention Financial Professionals! 📣

If you're...

❌ Using bait and switch tactics to go from Social Security to an annuity sale
❌ Losing appointments with stale and outdated messaging
❌Wasting your marketing budget and getting unqualified clients.THEN YOU"RE DOING IT ALL WRONG!

Join us at the upcoming webinar "The NEW Blueprint for High-Converting Social Security Workshops" on July 17th to learn how to make your events more profitable than ever before!

You'll learn how this program can deliver:
✅ Less than $50 per attendee (on average)
✅ Cut your marketing costs by up to 50%
✅ Less than $100 per qualified lead (on average)
✅ In-house CRM system to manage a larger flow of client data
✅ Detailed targeting that confidently puts you in front of your ideal clients

Register today:

LifePro Webinar | Social Security Stop using "bait and switch" tactics or product pitches and adopt an event marketing platform to help increase your workshop ROI.

Gen X is often overshadowed in the financial services industry by baby boomers and millennials, but this demographic offers substantial opportunities for economic growth. Despite being labeled the forgotten middle child, Gen Xers hold an average net worth of $450,000 and the likelihood of inheriting a significant portion of the $52 trillion in assets from the older generations.

However, this generation also faces unique economic hurdles, such as managing student loans, recovering from economic recessions, and the dual responsibilities of child and elder care.

In this episode of Money Script Monday, Sara emphasizes the importance of addressing Gen X’s top concerns and providing professional support to demonstrate the need for financial advisors in this demographic.

https://www.lifepro.com/Blog/PostId/2240/financial-challenges-of-gen-x-in-retirement

At LifePro Financial, our core value for the month is Open Honest Communication. We believe that a great team encourages the free exchange of 💡ideas, 🙅‍♀️objections, and 🙏 solutions between everyone.

This includes our advisors, employees, and insurance company partners. We've noticed that organizations that prioritize open and honest communication are more agile, innovative, and ultimately successful. How does your organization promote open communication?

Between the nuances of premium allocation, various indexing strategies, and annual statement performance indicators, the complexity of IUL index options can overwhelm policyholders. The reality is that choosing the right index option in your IUL policy is critical because it can significantly impact your investment returns.

To optimize your policy, you must understand the mechanics of indexing, how various index allocations affect your investments, and why diversification matters to make informed decisions. In this episode of Money Script Monday, Luke presents a comprehensive overview of how indexing works, why insurance companies can offer a zero percent floor, and the vital role of diversification in achieving better returns.

Episode #336: The Ultimate Guide to IUL Index Options In this episode of Money Script Monday, Luke presents a comprehensive overview of how indexing works, why insurance companies can offer a zero percent floor, and the vital role of diversification in achieving better returns.

Do you know when the best day to buy insurance is?

Yesterday.

It's National Insurance Awareness Day, and we want to remind you just how important life insurance is for protecting your loved ones.

Don't wait until it's too late - make sure your family is cared for no matter what the future holds. 💙🔒

We are so excited to welcome Jason Jenkins back to the LifePro stage for the 2024 LifePro University! 🎊

Jason earned an M.B.A. from Point Loma Nazarene University and a B.A. from Westmont College and holds various insurance licenses.🌟

In 2010, Jason was recognized by San Diego Metropolitan Magazine with the ‘Top 40 Under 40″ distinction, recognizing San Diego’s “Brightest Leaders of Today and Tomorrow”. 🏆

Jason has also helped start a non-profit, the Human Factor Leadership Academy, helping educate underprivileged children in Ghana, Africa. 📚

Excited to hear what he has to say? Us too!! 🤩

Click the link in the comments to learn more about this year's LifePro University and book your discounted hotel before prices increase! 🗓️

🚨SAVE THE DATE!🚨

LifePro University 2024 is taking place on September 4th, 2024 in beautiful 🏖️San Diego!🌞

Stay tuned for more updates and don't hesitate to give us a call at 📞(888) 543-3776 with any questions. We can't wait to have you with us!!🤩

Many people shy away from Index Universal Life Insurance due to misconceptions about its complexity and cost. However, a closer look at a 17-year-old policy performance review reveals its potential as a financial tool that can provide security and growth, making it a valuable addition to your portfolio.

This case study highlights how the proper management and understanding of IUL policies can yield impressive results and provide immense value to a comprehensive financial plan. Over nearly two decades, this policy has met and exceeded expectations with reliable returns and essential protections.

In this episode of Money Script Monday, Michael provides a real-life case study to showcase IUL’s ability to outperform projections and offer significant benefits to the policyholder.

Episode #335: 17-Year-Old IUL Policy Performance Review In this episode of Money Script Monday, Michael provides a real-life case study to showcase IUL’s ability to outperform projections and offer significant benefits to the policyholder.