Want to attend for free? Enter code "SUMMIT2020" at checkout to waive registration fee ($99.95 value)!
Every year, hundreds of independent financial professionals attend the LifePro Summit to start their year off right and create an actionable plan that sets the tone for the months to come.
LifePro is bringing together the best and brightest in the life insurance and annuity industry! Presentations will include How to Turn Your Best Appointments into a Repeatable Process from Joe Ross and Elite Discussion: Strategies and Tips to Acquire the Best Clients from LifePro's Top Advisors.
LifePro has asked highly acclaimed "Stage Whisperer," Pete Vargas, to be our keynote speaker. During his presentation, Pete will uncover the secrets behind growing your business practice quickly while spreading your message through stages. Through years of testing, he's perfected the proven system that you can implement into your practice right away!
With 300+ independent financial professionals who attend each year, you’ll meet people who are in your shoes, who have faced the same struggles you have, and who have overcome the same obstacles. 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.
BEN NEVEJANS President LifePro
HEATHER ULZ Chief Executive Officer LifePro
PETE VARGAS Founder & Chief Executive Officer Advance Your Reach
JOE ROSS CHFC, CLU, CRC Vice President Sales Productivity, AIG
DAVID ZANDER, CFP® Senior Education Advisor Alliance for Lifetime Income
DAN TATULLI Marketing Director LifePro
CLIENT ACQUISITION PANEL LifePro Top Advisors
ROBERT REABURN Managing Director LifePro Asset Management
Stage to Scale
Pete Vargas, the "Stage Whisperer" will be sharing how Signature Talk is the most powerful marketing tool you have and that stages are the fastest way to grow your business.
Through years of testing, he's perfected the "Stage to Scale" system – a three-part framework that helps speakers, entrepreneurs, financial advisors, service providers, nonprofits, small business owners and many others land speaking engagements and leverage stages to grow their businesses and organizations.
Looking Back and Thinking Ahead
2019 was 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 last year and how you can make sure that 2020 is your strongest yet!
Understanding High Impact IUL Concepts
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 influence on future business. The ability to repeat those relatively few high impact appointments can have an enormous effect 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.
How the Elite Acquire New Clients
What does a Top of the Table advisor’s day actually look like? How many prospects do they see on a regular basis? How do they acquire those prospects? What does their close sound like? How many appointments do they have on average and what systems and processes allow them to achieve so much success? Don’t miss this audience favorite as Dan Tatulli interviews and discusses all of these topics with our LifePro Panel of Experts.
A Message from the CEO
Independent, but not alone. LifePro was founded with one goal in mind – to be an asset to and an advocate for the independent advisor. Heather Ulz, CEO of LifePro, will share how the LifePro team draws upon its many resources and relationships to bring you the best of what your peers and our industry have to offer.
With the plight of helping every independent advisor be as successful as they dream to be, LifePro has operated with the foundational understanding that by working together in a solid partnership we will all be more successful.
2020 Market Outlook
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.
Tackling America's Retirement Income Crisis with Annuities
David P. Zander, CFP®, is the senior education advisor for the Alliance for Lifetime Income, a nonprofit. 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.
Early Bird Price
$99.95
Save 20% until Feb. 18th
Coupon Code Price
$99.95
Save 100% until Jan. 31st
At the Door Price
While tickets last
Want to attend for free? Enter code "SUMMIT2020" at checkout to waive registration fee ($99.95 value)!
Your Ticket to LifePro Summit 2020 Includes...
Ron C. San Diego, CA
If you're thinking about checking out or joining LifePro, definitely do it. We took our time, we did our due diligence, and liked the IMO that we were at, but LifePro brought so many different resources to the table that made myself and my entire team more profitable.
Marie C. Arleta, CA
LifePro Summit was great. When I attend conferences like this, I'm always looking for things that I can immediately implement into my practice right away. These are the actionable items that LifePro definitely delivers.
Percy B. Newport Beach, CA
Being with an IMO before LifePro, I just felt that they didn't have the support that I need, I felt left out and had to figure things out on my own. And to be able to be now a part of an IMO that I really feel is for me, supports me in every way, and really want to take my business to the next level.
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.
Time: The event will take place from 8:30am - 5:00pm, followed by a cocktail reception
Location: 15575 Jimmy Durante Blvd., Del Mar, CA 92014
Don't have a coupon code? Contact LifePro today at 1-888-543-3776 to claim yours!
The Premier Sales Event of 2020 for Independent Financial Professionals
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