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Monthly Webinars

Monthly Webinars

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.

Creative Solutions: Our Concepts. Your Clients. In 2017 our monthly webinars will focus on stories of your clients. How we carefully crafted risk management strategies to help your clients enjoy life in the moment.

Featured Webinar

June 13, 2017 –
4:00 pm ET

Annuity Awareness Month: Insurance Planning with Immediate, Deferred & Hybrid Annuities
Presented by: Jerry Skapyak, LUTCF, Annuity Specialist

Your client has an annuity, now what? We’ll take you through the various questions you and your clients may have on annuities. What are the different types of annuities? What are their benefits and what is guaranteed? What makes one different from the other? Who should consider purchasing an annuity?

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Upcoming Webinars

August 8, 2017 –
4:00 pm ET

Topic(s): Life insurance & Annuities

What are low-load policies and what can they do?
Presented by: Mark Maurer, CFP®, President & CEO

Explore the benefits of Low-Load vs. Commissioned insurance.

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September 12, 2017 –
4:00 pm ET

Topic(s): life insurance (term and perm)

Life Insurance Awareness Month: What Options Are Best for Your Clients?
Presented by: Mark Maurer, CFP®, President & CEO

Life insurance helps protect your clients’ financial future and plan for the day they are no longer here to protect their loved ones. Learn about the different types and strengths of life insurance and when certain policies may meet your client’s particular planning needs.

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October 10, 2017 –
4:00 pm ET

Topic(s): Multiple types of insurance

Scary Insurance Challenges
Presented by: Mark Maurer, CFP®, President & CEO

Think stay-at-home parents, sports figures, and high net worth clients are insurance challenges? Learn how you can take this challenge head on and help your clients create an effect plan of action.

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November 14, 2017 –
4:00 pm ET

Topic(s): LTCi

Long Term Care Insurance Awareness Month: The Long and Short of LTCi
Presented by: Jill MacNeil, Long Term Care Specialist

Long Term Care is an important part of maintaining assets and quality of life. The LTCi industry has changed over the years with few companies offering traditional policies and limiting benefit options. Join us for this important long term care insurance awareness month presentation to learn how your clients can protect their assets and lifestyle in retirement.

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December 12, 2017 –
4:00 pm ET

Topic(s): Policy reviews (multiple types of ins)

End of Year Policy Review
Presented by: Mark Maurer, CFP®, President & CEO

We’ve heard it before “new year, new me”. Before your clients start the new year, help them review their current assets and income. Policy reviews can reveal gaps in coverage. We’ll cover what to do with cash value life insurance policies and the consequences of withdrawing vs. taking a loan from a perm policy.

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testimonials

Love your webinars! This was a really helpful topic. (Term Layering)”

Very well delivered. Excellent information.”