(877) 254-4429
(877) 254-4429
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.
Creative Solutions: Our Concepts. Your Clients. In 2017 our monthly webinars will focus on stories of your clients. How we carefully crafted risk management strategies to help your clients enjoy life in the moment.
September 12, 2017 –
4:00 pm ET
Life Insurance Awareness Month: What Options Are Best for Your Clients?
Presented by: Mark Maurer, CFP®, President & CEO
Life insurance helps protect your clients’ financial future and plan for the day they are no longer here to protect their loved ones. Learn about the different types and strengths of life insurance and when certain policies may meet your client’s particular planning needs.
October 10, 2017 –
4:00 pm ET
Topic(s): Multiple types of insurance
Scary Insurance Challenges
Presented by: Mark Maurer, CFP®, President & CEO
Think stay-at-home parents, sports figures, and high net worth clients are insurance challenges? Learn how you can take this challenge head on and help your clients create an effect plan of action.
November 14, 2017 –
4:00 pm ET
Topic(s): LTCi
Long Term Care Insurance Awareness Month: The Long and Short of LTCi
Presented by: Jill MacNeil, Long Term Care Specialist
Long Term Care is an important part of maintaining assets and quality of life. The LTCi industry has changed over the years with few companies offering traditional policies and limiting benefit options. Join us for this important long term care insurance awareness month presentation to learn how your clients can protect their assets and lifestyle in retirement.
December 12, 2017 –
4:00 pm ET
Topic(s): Policy reviews (multiple types of ins)
End of Year Policy Review
Presented by: Mark Maurer, CFP®, President & CEO
We’ve heard it before “new year, new me”. Before your clients start the new year, help them review their current assets and income. Policy reviews can reveal gaps in coverage. We’ll cover what to do with cash value life insurance policies and the consequences of withdrawing vs. taking a loan from a perm policy.
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“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!” “Love your webinars! This was a really helpful topic. (Term Layering)” |
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