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Fee-only financial advisors have gained insights into the insurance industry (and CFP® CE credits) nearly every month since January 2012 through LLIS’s monthly webinars.
Innovative. Creative. Beyond the ordinary with Client Stories.
Welcome to our 2019 webinar series. Each webinar we’ll share with you client stories specific to each month’s topic.
December 10, 2019 –
4:00 pm ET
Insurance Planning For The New Year
Presented by: Mark Maurer, CFP®
Before the start of the New Year consider reviewing your current coverage with a policy review. We’ll cover what’s needed in order to determine if your clients’ current coverage meets their needs.
“I really liked the graphs and pictures, made it easier to understand.”
“I have never done pension max with a UL base. Excellent food for thought.”