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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 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.
August 16, 2022 –
4:00 pm ET
Underwriting Challenges and Best Practices for Life Insurance
Presented by: Jennifer Stiles
Life insurance was considered relevant as the global pandemic continued to threaten people's health in all communities. Therefore life insurance underwriting learned to adapt to the increase in demand. Learn the difference between full, accelerated, and automated underwriting when applying for life insurance.
September 13, 2022 –
4:00 pm ET
Topic(s): Life Insurance
Keeping Life Insurance Current When Time May Change
Presented by: Mark Maurer, CFP®
September is Life Insurance Awareness Month! David Bowie's said, "I watch the ripples change their size, But never leave the stream," much like your life insurance policy. Whether it's marriage, taking on debt, or having kids, reviewing your existing life insurance policy to adjust to these changes is needed to continue the coverage your clients need.
October 18, 2022 –
4:00 pm ET
Topic(s): Disability Insurance
Alternative Disability Insurance Solutions
Presented by: Brian Ciccarelli
Sometimes individual disability insurance is not the best option. Your clients might benefit from a Group policy or a combination of both. Learn what options are available when DI is not adequate for your client or when it's just not a good fit.
November 15, 2022 –
4:00 pm ET
Topic(s): Long Term Care insurance
Planning the Future with LTCi
Presented by: Jill MacNeil
November is Long Term Care Insurance Awareness Month! Learn about the latest news in the LTCi industry. Compare LTCi, Hybrid Life, and Hybrid Annuities to see which solution fits best for your clients.
December 13, 2022 –
4:00 pm ET
Topic(s): Life Insurance
Insurance Mistakes to Avoid in the New Year
Presented by: Mark Maurer, CFP®
Start the new year fresh but with the coverage you already have. We’ll cover the importance of paying premiums on time and options clients have with policy changes. Your clients' insurance policy may have started with an original plan that has since changed. Learn what common changes can benefit from a policy review and what to do to keep all information up to date.
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