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.

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.

Featured Webinar

April 9, 2019 –
4:00 pm ET

Unlocking The Underwriting Secrets
Presented by: Jennifer Stiles, ALU, FLMI

We'll take you through specific labs completed during an insurance exam to test organ function and a client’s risk. Learn how pre-underwriting can avoid surprises during the application process and learn what’s changed the underwriting world.

Upcoming Webinars

May 7, 2019 –
4:00 pm ET

Topic(s): Disability Insurance

Protecting Your Clients' Income With Disability Insurance
Presented by: Brian Ciccarelli

Your income is your most valuable asset. Imagine a serious injury or illness keeping you from working. Disability insurance can help manage financially. Learn about all the choices and options DI offers.

June 11, 2019 –
4:00 pm ET

Topic(s): Annuities

Protecting Your Clients’ Retirement With Annuities
Presented by: Jerry Skapyak

For Annuity Awareness Month we’ll take you through the different types of annuities and the benefits they offer your clients.

July 9, 2019 –
4:00 pm ET

Topic(s): Disability Insurance

Advanced Planning for Business Owners With Disability Insurance
Presented by: Kathy Bilodeau

Running a business can be stressful. DI can help some of that stress away. We'll take you through the various DI solutions small business owners can use to keep their doors open.

August 13, 2019 –
4:00 pm ET

Topic(s): Hybrid Insurance

Double Duty Dollars With Hybrid Insurance
Presented by: Jerry Skapyak

We'll cover the benefits hybrids (Hybrid Life/LTCi & Hybrid Annuity/LTCi) offer for your clients needing help preserving what they've accumulated.

September 3, 2019 –
4:00 pm ET

Topic(s): Life Insurance

Life Insurance Awareness Month: Which Choice Is Best?
Presented by: Mark Maurer, CFP^®

Learn about the various types of life insurance can be used to protect your clients' financial future whether it's income replacement, estate planning, or leaving a legacy.

October 8, 2019 –
4:00 pm ET

Topic(s): Multiple types of insurance

Insurance Riders To Consider
Presented by: Mark Maurer, CFP^®

Learn about various insurance solutions and the additional coverage they have to offer.

November 5, 2019 –
4:00 pm ET

Topic(s): Long Term Care Insurance

LTCi Awareness Month: Different LTC Concerns
Presented by: Jill MacNeil

While the LTCi industry has changed over the years, we're all aware LTCi is still needed to maintain assets. Learn important LTC stats that impact your clients, how to design a policy, and underwriting changes.

December 10, 2019 –
4:00 pm ET

Topic(s): Life Insurance

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.