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.

Knowledge is key! Learn key insurance solutions each month with LLIS.

Each month you’ll learn key insurance solutions to better your insurance knowledge. Our insurance specialists keep up with the constant changes in the insurance industry, especially during a pandemic. Our specialist will review some basics, use case studies to show how LLIS crafted risk management strategies, and answer your insurance related questions.

Featured Webinar

May 25, 2021 –
4:00 pm ET

Protecting Your Most Valuable Asset with Disability Insurance
Presented by: Brian Ciccarelli

Using disability insurance to protect your client’s income can be a vital addition to their portfolio should they become sick or injured. Learn about other protection plans for young professionals, the importance of different occupation definitions, and rider options.

Upcoming Webinars

June 8, 2021 –
4:00 pm ET

Topic(s): Group LTD & STD Insurance, Individual STD, Lloyd’s and Critical Illness

Understanding Specialty Specific Disability Coverage
Presented by: Kathy Bilodeau

You may run across a client with particular needs and find it hard to adequately cover them—someone who may not be covered by disability insurance or qualify for disability insurance. The presentation will share some special cases that need more than the average insurance coverage.

July 13, 2021 –
4:00 pm ET

Topic(s): Annuities

Your Ultimate Guide to Annuities
Presented by: Jerry Skapyak

There are three types of annuities we work with: Fixed deferred, indexed, and immediate. We’ll take you through these different types of annuities and the benefits they offer your clients.

August 10, 2021 –
4:00 pm ET

Topic(s): Life insurance, Disability Insurance

Recognizing Insurance Riders in Life and DI
Presented by: Mark Maurer, CFP^® & Kathy Bilodeau

A rider on an insurance policy is an addition that the insured may benefit from these riders. They can be featured in life insurance and disability insurance. Learn what they are and how they can be helpful.

September 14, 2021 –
4:00 pm ET

Topic(s): Life Insurance Underwriting

What’s New In Life Insurance Underwriting?
Presented by: Jennifer Stiles

In the past year, a lot has happened in life insurance. Tune in to hear the most up-to-date information you need to know for you and your clients. Learn about travel restrictions, labs for underwriting, and changes to the accelerated process.

October 12, 2021 –
4:00 pm ET

Topic(s): Various Insurance

Advisors’ FAQ About Insurance Answered by LLIS Experts
Presented by: Mark Maurer, CFP^®

Over the years, we've heard plenty of questions from advisors and their clients. In this session, we're dedicating to answer the most common and frequent ones we've listened to and read.

November 9, 2021 –
4:00 pm ET

Topic(s): Long Term Care Insurance

Comparing Your Long Term Care insurance Options
Presented by: Jill MacNeil

The traditional LTCi industry has seen many changes over the years. So what options are out there for your clients and their caregivers? Learn when the right time is to get LTCi and see side-by-side comparisons for cost and benefits.

December 14, 2021 –
4:00 pm ET

Topic(s): Hybrid Life & Annuity, Life Insurance

Insuring Who You Love with Joint Coverage
Presented by: Mark Maurer, CFP^®

Most couples like to share, and in this session, we will cover Hybrids' benefits (Hybrid Life/LTCi & Hybrid Annuity/LTCi) that can help your clients preserve what they've accumulated.

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

- Audrey Jones

“This was one of the BEST webinars I have ever listened to. The charts were clear. The math was compelling. The illustrations were engaging. You helped me think outside the box, giving me several ideas I can use. Great job Mark!”

- Bob Arms