Contact Us

1-888-543-3776 * 11452 El Camino Real, Suite 401, San Diego, CA 92130

Bill Zimmerman
Founder, President and Chief Marketing Officer

Bill started his long career in the life insurance business in 1967. During his first 20 years in the industry he excelled first as a top personal producer, then as an agency manager, building a successful life sales office, followed by a top producing period as a PPGA and GA, and finally building the top producing Independent Life Agency for a Southern California life insurance company.
Mr. Zimmerman is a founding member of the field advisory board of numerous life insurance companies, member of several local and national trade organizations, and has also written numerous articles published by major insurance trade journals.
He is also the President and Co-Founder of Life Professionals, Inc., a national insurance and securities marketing company serving over 25 other regional marketing companies.

Missed Fortune Producer Group

We provide the backend support for case design, so the agents can spend more time in the field instead of designing the cases. Train agents, mortgage specialist, and financial planners how to properly and ethically structure missed fortune cases. Train and educate this group on concepts, products, and software. Assist and create marketing strategies for the agents to implement in their business model. We help develop proper course of action, in order to prospect, generate clients, close cases, and increase referrals.