LifePro

San Diego, United States Founded: 1986 • Age: 40 yrs Acquired By Simplicity Group Holdings
Diversified insurance products are distributed by LifePro across multiple channels.

About LifePro

LifePro is a company based in San Diego (United States) founded in 1986 was acquired by Simplicity Group Holdings in July 2022. It operates as a Brokerage / Intermediation and Professional Services. LifePro offers products and services including Indexed Universal Life (IUL), Annuities, and Financial Calculators.

  • Headquarter San Diego, United States
  • Sectors
    Financial Services
  • Website category Finance · Insurance
  • Email
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  • Phone
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  • Website lifepro.com
  • Social LinkedIn
  • Acquired by Simplicity Group Holdings (Jul 2022)
  • Legal Name Simplicity Group
Key Metrics

Products & Services of LifePro

LifePro offers a comprehensive portfolio of products and services, including Indexed Universal Life (IUL), Annuities, and Financial Calculators.

Indexed Universal Life (IUL)
Insurance

Indexed Universal Life policies are offered for clients.

Annuities
Insurance

Annuity products are provided for financial security.

Financial Calculators
Tools

Financial calculators are offered for client planning.

Investors in LifePro

LifePro has secured backing from 1 investor. Prominent investors backing the company include Simplicity Group Holdings.

All
InvestorDescriptionFounded YearDomainLocation
Insurance, investment, retirement, and business development services are provided.
2003simplicitygroup.comSummit, United States
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Investor details for LifePro

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

  • Complete investor list
  • Round participation
  • Investor portfolios
  • Co-investor network

Verified entity values are shown only after access is granted.

People of LifePro

90 people are tracked at LifePro (59 in leadership, 31 in team).

NameRoleGroup
Mitch Leidner
Chief Financial OfficerLeadership
Eric Speece
Sr. Regional DirectorLeadership
Bruce Donaldson
President & CEOLeadership
Heather Peck
Chief Human Resources OfficerLeadership
Kelly Kramer
Senior Life Sales DirectorLeadership
Nathanial Clement
Vice PresidentLeadership
David Anderson
Director, Digital Marketing And AnalyticsLeadership
Zac von Bank
Sr. Sales DirectorLeadership
Steve Ruhberg
Senior Sales DirectorLeadership
Paul Tinnirello
Executive Vice PresidentLeadership
Jennifer Alterman-Maudsley
Partner, Director Of Sales -simplicity WestLeadership
Michael Mortellaro
Senior Vice President, PartnerLeadership
Carleen Doan
Event DirectorLeadership
Al Loken
Director Of SalesLeadership
Jay Biwer
Director Of SalesLeadership
David Gruenzner
VP Of Sales, Life ChannelLeadership
Robert Tardella
Partner, EVPLeadership
Roxanne Neal
Director, AccountingLeadership
Rich Conley
Partner & Senior Vice President - Simplicity WealthLeadership
Scott Grayson
Vice PresidentLeadership

70 more people are available in the full profile.

Premium access

Complete people profiles for LifePro

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Timeline of LifePro

2 dated milestones of LifePro across 36 years, from founding to its latest funding, stage changes and deals.

  1. Founded LifePro is founded.
  2. Exit Acquired by Simplicity Group Holdings.

Web traffic of LifePro

The website of LifePro (lifepro.com) receives about 3.5K visits a month and ranks #4,137,899 among all websites worldwide, #8,798 in Insurance.

  • Monthly visits
    3.5K

    ▼ 12% vs previous month

  • Unique visitors
    1.7K

    per month

  • Global rank
    #4,137,899

    among all websites

  • Category rank
    #8,798

    Finance · Insurance

Similar websites

Websites whose visitors overlap most with LifePro. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
victorson.com
victorson.com
100%
–#8,927,301–
jetter.com
jetter.com
100%
–#4,493,933–
safeharborfinancial.com
safeharborfinancial.com
98%
–––
locallifeagents.com
locallifeagents.com
95%
–#4,739,682–
provada.com
provada.com
88%
–––
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β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
Premium access

All 38 similar websites and full traffic analytics for LifePro

The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.

  • 38 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

Verified entity values are shown only after access is granted.

Similar companies to LifePro

10 companies that operate in the same segment as LifePro (Insurance & Risk Management), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Vehicle parts and accessories are sold via an online platform.
1897Walsall, West Midlands, United KingdomUSD 20.37 M––
Health insurance plans are offered for individuals and families.
2006Chennai, Tamil Nadu, IndiaUSD 783.29 MUSD 1.9 B15,820
Life, health, and general insurance services are provided across India.
2001Mumbai, Maharashtra, IndiaUSD 306.52 MUSD 2.88 B16,700
Financial solutions including loans and insurance are offered.
2007Pune, Maharashtra, India–USD 15.24 B126
Life Insurance joint venture between SBI and BNP Paribas Cardiff
2000Mumbai, Maharashtra, IndiaUSD 264 MUSD 14.28 B26,360
Insurance, banking, and wealth management services are provided worldwide.
1816Paris, France–USD 128.35 B100,040
Investment advisory, insurance distribution, and risk management services are provided.
1998Chicago, Illinois, United StatesUSD 1.6 B––
Financial institution offering insurance & transaction services
1847Jacksonville, United StatesUSD 500 MUSD 14.51 B23,530
Integrated healthcare services and coverage are provided nationwide.
1945United States–––
Cloud-based employee benefits administration solutions are delivered.
1998West Des Moines, Iowa, United StatesUSD 65.16 M––
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Frequently Asked Questions about LifePro

LifePro was founded in 1986.

LifePro is headquartered in San Diego, United States. It is registered at San Diego, California, United States.

LifePro, operating under Simplicity Group, is involved in the distribution of life insurance, annuities, long-term care, and securities-based insurance products. Services are provided to independent financial advisors and professionals across the United States. Support is extended through tools, training, case management, and marketing solutions to help advisors grow their businesses. The focus is placed on education, value, and partnership to ensure client-centric financial planning solutions are delivered effectively.

LifePro offers Indexed Universal Life (IUL), Annuities, and Financial Calculators.

LifePro has 1 investor. Key investors include Simplicity Group Holdings.

LifePro operates through Simplicity Group.

Yes. LifePro was acquired by Simplicity Group Holdings in July 2022.

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