Preliminary Agenda

Wednesday, February 21

6:00 - 8:00 pm

Meet, Greet & Eat Join us at the hotel’s beach tent for heavy hors d’oeuvres, cocktails & mingling with other attendees and the LLIS team

Thursday, February 22

	Session	Topic	Leader
6:30 - 7:30 am	Morning beach walk with LLiS’s own personal trainer Kathie MacNeil
8:00 - 8:30 am	Continental breakfast
8:30 - 9:00 am	Welcoming Remarks		Mark Maurer, CFP® President & CEO
9:00 - 10:30 am	Sailing Through the Seas of Underwriting	Underwriting	Jennifer Stiles, ALU, FLMI  Supervisor of New Business
10:30 - 10:45 am	Break
10:45 - 12:15 am	Don’t Get Marooned by Rough Waters: A DI Map	Disability Insurance	Kathy Bilodeau & Brian Ciccarelli Disability Specialists
12:15 - 1:15 pm	Lunch
1:15 - 2:15 pm	The Law of Salvage: Inherited and Trust-owned Annuities	Annuities	Morgan Scott
2:15 - 2:30 pm	Break
2:30 - 3:30 pm	How to Spend Fewer Dubloons for Term Insurance	Term Insurance	Mark Maurer, CFP®  President & CEO
3:30 - 3:45 pm	Break
3:45 - 4:45 pm	Xs or Os: We’ve given you the map… did you find the spot?	UW, DI, Annuities, Term

Friday, February 23

Breakfast-on-your-own vouchers (Sheraton guests only)

	Session	Topic	Leader
6:30-7:30 am	Morning beach yoga alfresco
8:00 - 8:45 am	Breakfast-on-your-own vouchers  (Sheraton guests only)
8:45 - 9:00 am	Welcome Back		Mark Maurer, CFP®  President & CEO
9:00 - 10:00 am	Creating the Aging Map with Your Clients		Carolyn McClanahan, M.D., CFP®
10:00-10:15 am	Break
10:15 - 11:15 am	Scouring the Sea of LTC	Long Term Care insurance	Jill MacNeil Long Term Care Specialist
11:15 - 11:30 am	Break
11:30 - 12:30 pm	miX: Combining Life with LTCi and Annuity with LTCi	Hybrid Life/LTCi &  Hybrid Annuity/LTCi	Jerry Skapyak, LUTCF, Annuities Specialist
12:30 - 1:30 pm	Lunch
1:30 - 2:30 pm	Drop Anchor and Discover Hidden Life Insurance Treasures	Perm Insurance	Mark Maurer, CFP®  President & CEO
2:30 - 2:45 pm	Break
2:45 - 3:45 pm	When the Treasure You’re Protecting Is Your Business	Business Insurance	Mark Maurer, CFP®  President & CEO
3:45 - 4:00 pm	Break
4:00 - 5:00 pm	Xs or Os: We’ve given you the map… did you find the spot?	LTCi, Hybrids, Business, Perm

MORE INFORMATION

It is, simply put, insurance education you need … from insurance experts you trust.

Formats include:

• Speaker presentations
• Case studies
• Roundtables
• Q&A
• Networking

Takeaways include:

• CFP^® CEs
• NAPFA CEs
• Refreshers about scenarios you rarely encounter
• The latest industry and regulatory trends and issues
• Comprehensive financial planning solutions for your clients
• Practical knowledge (no one expects you to be an insurance expert; but isn’t it nice to have the tools and resources to serve your clients’ varied needs?)

Your ROI is clear:

• Better serve your clients with knowledge about solutions you may not have in your financial planning toolkit
• Help your clients preserve their legacy for years to come
• Ensure your clients don’t outlive their savings
• Strengthen relationships with peers and a team of trusted experts on your side