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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! Risk management with insurance in a post-pandemic world.

The COVID-19 pandemic taught us to adapt and accelerate trends socially, technically, and environmentally. As we inch into a post-pandemic world, risk management continues to be top-of-mind for most of us. Each month you’ll learn about insurance solutions you and your clients can consider plus the significant impact to insurers and their post-pandemic strategies.


Featured Webinar

October 10, 2023 –
4:00 pm ET

California Dreamin’ – about LTC
Presented by: Mark Maurer, CFP®

Following Washington state’s lead, more states are exploring a statewide Long Term Care program, which may be funded via payroll taxes. This presentation will be valuable for fee-only advisors who reside and/or have clients in these states, but also help map out how other states could handle a LTC program.

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Upcoming Webinars

November 14, 2023 –
4:00 pm ET

Topic(s): Long Term Care insurance

Long Term Care Insurance Awareness Month (and Hybrids)
Presented by: DeAna Davis & Jill MacNeil

Tune in to find out what you need to know about long term care insurance and hybrid policies. Learn how these solutions can help your clients with their retirement strategies.

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December 12, 2023 –
4:00 pm ET

Topic(s): Life Insurance

Start the New Year with a Life Insurance Policy Review
Presented by: Mark Maurer, CFP®

It’s the end of another year and the start of a new one! Start the new year by reviewing those existing life insurance policies. Learn what questions your clients should ask themselves when reviewing these policies.

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Great seminar, appreciated the humor and obvious effort put into the visuals and scope.”

Thank you for providing these webinars! Great service as always from LLIS.”