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LLIS Insurance Academy

LLIS Insurance Academy

Key Takeaways:

  • 12 CFP® CE credits (Pending approval)
  • 2 days of insurance-related financial planning knowledge

Key Ingredients:

  • Expert speakers & facilitators (LLIS SMEs & industry experts)
  • Interactive Sessions (With the latest industry and regulatory trends and issues & comprehensive financial planning solutions for your clients)
  • Case Studies (Involving actual clients & including some surprising situations and solutions)
  • Networking (50+ advisor peers, speakers, and facilitators)

Key to Success:

  • Teamwork (Get to know teamLLIS, the team behind your team)
  • Repetition (Attended LLIS Academy in the past? Being a graduate doesn’t make you an insurance expert. It means you understand the value of continuing to learn and updating your knowledge bank; and that insurance is a complex topic that, like the stock market, changes often. Plus, some things are worth repeating.)
  • Communication (With advisor peers and SMEs about practical knowledge, tools, and resources to serve your clients’ varied needs)
  • Education (Get it here! For much less than most other providers. And apply your new knowledge during our roundtables, before even leaving Academy!)

Key to Wisdom:

  • Knowing all the right questions (You don’t need to know which insurance policies are right for your clients. You just need to know the questions to ask them to get them there.)

Low Key:

  • Shorts & Flip flops in sessions. (Bathing suits at the pool & beach.)

Key Phrases from past Academy participants:

  • Relevant, timely, and useful topics. I particularly valued the case studies and expect to encounter many of these scenarios in my practice.
  • Great conference!
  • I always walk away with good ideas.
  • Great value.

Getting there:

Sheraton Sand Key is accessible from two airports (Tampa International & St.Pete/Clearwater)

If you’re flying into Tampa International Airport (TPA):

  • Uber/Lyft
  • Taxi
  • Car rental at TPA
  • SuperShuttle: no ride sharing necessary: $23 one way, $45 round trip (per person rates); you must book from this SuperShuttle link to get our automated discount code

If you’re flying into St. Pete Clearwater Airport (PIE):

  • Uber/Lyft
  • Taxi
  • Car rental at PIE
  • SuperShuttle: no ride sharing necessary: $23 one way, $45 round trip (per person rates); you must book from this SuperShuttle link to get our automated discount code

PS: Studies have shown that exposure to sunlight lowers blood pressure, eases mild depression, improves sleep quality, enhances the immune system, and improves brain function.

LLIS Insurance Academy

February 1-3, 2017

Registration for the two-day LLIS Insurance Academy is just $150 and Includes:

Wednesday: Meet, Greet & Eat (an evening welcome reception)

Thursday: Continental Breakfast, Education, Breaks, Lunch

Friday: Breakfast Voucher (registered Sheraton guests only), Education, Breaks, Lunch




Hotel Information

LLIS has negotiated a great, low rate of $179 with the Sheraton Sand Key, known for its beautiful beaches and its stellar service. This rate is valid 3 days pre- and 3 days post-Academy in case you want to extend your trip. Included with your stay at Sheraton is a breakfast-on-your-own voucher for Friday, and complimentary guestroom and meeting room internet access.

To reserve your hotel room, please click here or call 727-595-1611 and mention group code LA29AA.

Extend Your Stay

St. Pete/Clearwater and Tampa have some of the country’s biggest attractions and best things to do. Here are some of our staff favorites to get you started:

Find more here: