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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.


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

August 10, 2021 –
4:00 pm ET

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

Insurance policy riders add benefits when the time comes to make a claim on your client’s life, long-term care, disability and critical illness insurance. Learn what they are and how beneficial they can be.

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Upcoming Webinars

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.

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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.

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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.

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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.

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

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