The Sales and Marketing Event for Independent Financial Professionals

SEPTEMBER 19, 2018 | SAN DIEGO, CA

About LifePro University ________

Every year, hundreds of independent financial professionals attend LifePro University to learn what's new, what's trending, and what's actually working RIGHT NOW. That's why we're bringing together the best of the best in life insurance, annuity, and investment selling in one room to network, collaborate, and share strategies.

300 +

FINANCIAL PROFESSIONALS

8

SESSIONS

32

STATES REPRESENTED

One of the NBA's 50 all-time greatest players, Bill Walton will share his inspiring lessons learned through a brilliant career, his focus on teamwork and ability to overcome adversity. 

Featured 2018 Speakers ________

Each presentation has been carefully crafted to ensure that one talk builds upon another, so you can leave LPU with an executable plan. 

Bill Walton NBA Legend and Basketball Analyst

Climbing Back to the Top of the Mountain To get to the top of his career—in basketball, broadcasting and business—Bill Walton has had to face adversity head on and overcome a tremendous set of obstacles. No obstacle in his life was more challenging than the one he faced in 2008: when he had to undergo a risky 8 1/2 hour surgery to try to repair and heal the debilitating back injury and pain he suffered from the early days of his basketball career. Walton uses his own story—and the powerful lessons from his legendary coach and mentor John Wooden—to show how teamwork, the ability to overcome adversity, hard work, discipline, the fundamentals and a positive attitude combine to create success in both business and life.  


Joe Ross, ChFC, CLU, CRC Vice President of Sales Productivity, AIG

High Impact Appointments While it is nice to believe that each of our meetings has equal impact, the reality is that only a handful, perhaps 2 or 3, actually produce the greatest impact on future business. The ability to repeat those relatively few high impact appointments has an enormous impact on your overall success. This session addresses the process and skills required before, during and after the most impactful meetings. The desired result is better execution, stronger relationships and ultimately more business.


Elite Producer Panel LifePro Elite Advisors

Insights from the Experts Due to its immense popularity, LifePro is once again asking some of their top producers to come together and share their stories on how they became successful. From seminars to networking to annual reviews, you’ll hear from some of the best on how to build a profitable and sustainable practice. Join us as for a candid, 45-minute interview-style session to go over top advisor best practices.


Andrew Davidson, CPA Partner, Aldrich

How is the New Tax Bill Really Affecting Your Business and Clients? The Tax Cuts and Jobs Act legislation was signed into law on December 22, 2017. The Act makes extensive changes that affect both individuals and businesses. Andrew will be discussing some of the key provisions of the Act and demonstrating how this new Act will affect you and your clients for months - and years - to come.


Heather Ulz CEO, LifePro

The Bill Zimmerman ALS Golf Classic In the summer of 2015 Bill was diagnosed with ALS, a progressive neurodegenerative disease that affects nerve cells in the brain and spinal cord. Through ups and downs, procedures and treatments, Bill has continued to maintain the same great attitude that has brought him so much success in life and has become a true advocate and crusader for those that share his battle against this vicious disease. Please help Bill Z and others who boldly fight their courageous battles against ALS by participating in or sponsoring The Bill Zimmerman ALS Golf Classic!


Ben Nevejans President, LifePro

Welcome and Opening Comments What does every successful financial and insurance practice have in common? The ability, tools and drive to help their clients navigate through financial and socioeconomic times. True financial professionals lead with confidence knowing that their products, tools and strategies can and will provide clarity and growth. Ben Nevejans will share those exact tools and strategies that will not only propel you into the lead advisor role, but position you as a true hero to the clients that need you the most!


Robert Reaburn Vice President and Portfolio Manager, LifePro Asset Management

Economic Update and the LifePro Asset Management With uncertainty and volatility on the rise, Robert Reaburn will provide his macro-economic and capital markets outlook, what it means for asset allocation and how we’re tactically positioning client portfolios. Rob will also go over what makes LifePro Asset Management different than the competition and how you can use tools and processes - exclusive to LifePro advisors - to increase life insurance and annuity sales.

Exhibitors Attending LPU 2018 ________ 

From the LifePro Community ________

Brian G. San Diego, CA 

This event is a great reminder of our industry benefits, exceptional tools provided by LifePro, and our mission as independent financial professionals.

Elizabeth A. Arleta, CA

LifePro University clearly defines the value of what we do and how LifePro can support our business. So much to take in and make changes to the way I do business! 

Tad B. Newport Beach, CA

Great speakers and great event! Having this event helps us advance our business. No product pitches which is great to see!

Register Now and Save ________ 

Early Bird Price $99.95 

$79.95

Save 20% until Sept. 19th

Coupon Code Price $99.95 

FREE

Save 100% until Aug. 31st

At the Door Price

$99.95

While tickets last

Your Ticket to LifePro University 2018 Includes... 

  •  Access to the annual LifePro University in San Diego, CA - September 19, 2018.  
  •  Continental breakfast prior to event and cocktail reception following after event.  
  •  Speaker presentation slides and audio/video files of each session.  

Highlights from LPU 2017 ________ 

The Venue ________

Del Mar Hilton 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.  

The Sales and Marketing Event for Independent Financial Professionals