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.

A Lifetime of Insurance Planning with the Green Family

The following series will highlight three common client types that fee-only financial advisors encounter. We will examine their risk factors and provide ways to safeguard their families and assets, using personalized insurance solutions that can adapt to their changing needs throughout life.

Featured Webinar

August 13, 2024 –
4:00 pm ET

Exploring the Benefits of Annuities
Presented by: Jerry Skapyak

Learn how annuities can be a financial solution to your client's retirement planning. Individuals make either a lump-sum payment or a series of payments to an insurance company. In return, they receive periodic disbursements, offering a reliable income source over a predetermined period or for life.

Upcoming Webinars

September 10, 2024 –
4:00 pm ET

Topic(s): Life insurance

Assessing Your Insurance Policies for Optimal Protection
Presented by: Mark Maurer, CFP®

Sometimes we hold on to policies longer than expected. Sometimes they fall onto our laps by a family member. Sometimes we run into issues we have no idea how to handle with a policy. This presentation will help you better retain your policies.

October 8, 2024 –
4:00 pm ET

Topic(s): Life insurance underwriting

Insight into Life Insurance Underwriting: Building a Strong Financial Foundation
Presented by: Meisha Brannan

For years underwriting has helped set a base for a person’s insurability with life insurance. In this presentation, we’ll look back at the beginning of the underwriting process, work our way into present day, and venture into future possibilities in underwriting.

November 12, 2024 –
4:00 pm ET

Topic(s): LTCi & Hybrids

Preparing for the Future: Long Term Care Insurance and Hybrid Policy Strategies
Presented by: Taylor West

Over the years, traditional Long Term Care insurance (LTCi) has seen many variations while the need for LTC has stayed the same. Learn the options available to your clients and their caregivers.