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About LLIS

As an extension of fee-only financial advisor firms, we work with advisors and their clients to find the right solutions for:‚Äč

We have a high touch, high tech approach. What does that mean for you?

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Application Information Message

Keeps you up-to-date throughout the application process from interview to policy issue.

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Advance Premium E-mail

Alerts clients to expect the insurance company's premium notice soon. It's a good backup to those notices, especially in cases where clients may have moved and not provided a new address.

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Notification of Term Expiration

Sent when a client's Term policy is coming up for its conversion option, so we can begin the process of assessing the best route to take.

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APE and NOTE are part of our policyholder services. With LLIS, you're not on your own after the purchase of a policy. Our team is here to assist advisors and clients through the life of the policy. After all service is the only thing we sell.

In our virtual society, it's simple and secure to work with us. We've been working virtually with clients since opening our doors in 1998. And today we are licensed in all 50 states.