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

November 19, 2024 –
4:00 pm ET

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.

“The graphics are always clear and understandable, and a great asset to the presentations.”

- Anonymous

“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!”

- Bob Arms