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.

The Whys of Insurance

LLIS offers many insurance solutions to fee-only advisors and their clients. We understand that with many options come many questions. In this year’s webinar series, we’ll tackle the Whys of insurance.

Featured Webinar

April 14, 2020 –
4:00 pm ET

WHY & How Technology Impacts the Application Process?
Presented by: Jennifer Stiles, ALU, FLMI

Applying for life insurance has changed over the years. We’re here to take you through the steps your clients will encounter before they receive their life insurance policy. Jenny will discuss how technology has changed the life insurance industry for the better.

Upcoming Webinars

May 12, 2020 –
4:00 pm ET

Topic(s): Individual Disability Insurance

WHY Protect Your Income with Disability Insurance?
Presented by: Brian Ciccarelli

It’s important to protect your loved ones, protecting your most valuable asset, you income, is a start. We’ll take you through the steps of building a policy in order to protect your income, retirement and student loan debt. We’ll breakdown all the choices and options your DI policy offers.

June 9, 2020 –
4:00 pm ET

Topic(s): Business Disability Insurance

WHY Protect Your Business with Disability Insurance?
Presented by: Kathy Bilodeau

As a business owner, it’s important to protect your business and your employees. Learn how disability insurance can be used to avoid a financial strain in the event a business owner or employee becomes ill or injured.

July 14, 2020 –
4:00 pm ET

Topic(s): Annuities

WHY Are There So Many Annuity Choices?
Presented by: Jerry Skapyak, LUTCF

For Annuity Awareness Month, we'll take you through the various types of fixed annuities and what makes each one different from the others. We'll explore who should consider purchasing an annuity and how they can benefit from one. For clients who already purchased an annuity, we'll show you the process LLIS takes for an annuity review.

August 11, 2020 –
4:00 pm ET

Topic(s): Underwriting

WHY Life Insurance Ratings Matter?
Presented by: Jennifer Stiles, ALU, FLMI

Learn how comprehensive pre-underwriting can avoid unwanted surprises or declines. We'll detail the various areas of underwriting and what insurance companies assess in your clients' health before placing a policy.

September 8, 2020 –
4:00 pm ET

Topic(s): Term & Perm Life Insurance

WHY Are There So Many Life Insurance Uses? (part 1)
Presented by: Mark Maurer, CFP ^®

For Life Insurance Awareness Month, we’ll go through the various uses for a life insurance policy -- from income replacement to estate planning.

October 6, 2020 –
4:00 pm ET

Topic(s): Perm Life Insurance

WHY Are There So Many Life Insurance Uses? (part 2)
Presented by: Mark Maurer, CFP^®

Continuing with the numerous uses of life insurance, we’ll extend our explanation on life insurance with potential regulatory changes in Indexed policies, recent tax changes and their impact on insurance planning, and the use of life insurance for retirement plans.

November 10, 2020 –
4:00 pm ET

Topic(s): Traditional LTCi & Hybrids

WHY Long Term Care Insurance is Essential?
Presented by: Jill MacNeil

Having a Long Term Care plan is important to maintain assets. Learn how traditional LTCi and Hybrids can benefit your clients and their retirement plan. We’ll explain which solution works best for different situations.

December 8, 2020 –
4:00 pm ET

Topic(s): Life Insurance and Disability Insurance

WHY Keep Your Insurance Policies Current?
Presented by: Mark Maurer, CFP^®

Life is full of changes and luckily your life insurance & disability insurance policy can adjust to keep up with those changes. We’ll go through the process of maintaining each type of insurance and important “do’s and don’ts”.

“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.”

- Dee-Ann R. Fox

“I have never done pension max with a UL base. Excellent food for thought.”

- Audrey Jones