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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.

 

The Whys of Insurance

LLIS offers many insurance solutions to fee-only advisors and their clients. We understand that with many options come many questions. In this year’s webinar series, we’ll tackle the Whys of insurance.

 

Featured Webinar

June 9, 2020 –
4:00 pm ET

WHY Protect Your Business with Disability Insurance?
Presented by: Kathy Bilodeau

As a business owner, it’s important to protect your business and your employees. Disability insurance can keep the doors open and retain employees in the event a business owner or key employee becomes ill or injured.

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Upcoming Webinars

July 14, 2020 –
4:00 pm ET

Topic(s): Annuities

WHY Are There So Many Annuity Choices?
Presented by: Jerry Skapyak, LUTCF

For Annuity Awareness Month, we'll take you through the various types of fixed annuities and highlight the differences between them. We'll explore which clients should consider purchasing an annuity and the benefits of each type. Do you have clients who already own annuities? We'll show you the process of an annuity review for an assessment of the annuity (beneficiaries, performance, company ratings, and comparison to other solutions) and recommended course of action based on current need and vision for the future. Did you know that LLIS never charges you or your clients for policy reviews of any type?

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August 11, 2020 –
4:00 pm ET

Topic(s): Underwriting

WHY do Life Insurance Rate Classes Matter?
Presented by: Jennifer Stiles, ALU, FLMI

Learn how comprehensive pre-underwriting can avoid unwanted surprises or declines. We'll detail the various areas of underwriting and the aspects of your clients’ health that determines whether their policy is issued at super preferred or standard.

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September 8, 2020 –
4:00 pm ET

Topic(s): Term & Perm Life Insurance

WHY Are There So Many Life Insurance Uses? (part 1)
Presented by: Mark Maurer, CFP ®

For Life Insurance Awareness Month, we’ll explore many of the uses for a life insurance policy -- from income replacement to estate planning.

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October 6, 2020 –
4:00 pm ET

Topic(s): Perm Life Insurance

WHY Are There So Many Life Insurance Uses? (part 2)
Presented by: Mark Maurer, CFP®

Continuing with the many uses of life insurance, we’ll extend our exploration to potential regulatory changes in indexed policies, recent tax changes and their impact on insurance planning, and the use of life insurance for retirement plans.

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November 10, 2020 –
4:00 pm ET

Topic(s): Traditional LTCi & Hybrids

WHY is Long Term Care Insurance Essential?
Presented by: Jill MacNeil

There's no better time than Long Term Care Awareness month to learn how traditional LTCi and Hybrids can benefit your clients and their retirement plans, and which solutions work best for different client needs and goals.

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December 8, 2020 –
4:00 pm ET

Topic(s): Life Insurance and Disability Insurance

WHY Keep Your Insurance Policies Current?
Presented by: Mark Maurer, CFP®

Life is full of changes and, luckily, your clients’ life insurance and disability insurance policies can adjust to keep up with those changes. We’ll go through the process of maintaining each type of insurance, the life events that trigger a review, and important DOs and DON’Ts.

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testimonials

Very well delivered. Excellent information.”

I have never done pension max with a UL base. Excellent food for thought.”