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.
November 14, 2017 –
4:00 pm ET
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.
“This webinar on the fuzzy math of annuities was excellent. This is a complex topic and Jerry did a terrific job of explaining and indicating the differences in riders, policies, offerings and benefits of each. Thanks so much.”
“I really liked the graphs and pictures, made it easier to understand.”