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

August 11, 2020 –
4:00 pm ET

WHY do Life Insurance Rate Classes 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 the aspects of your clients’ health that determines whether their policy is issued at super preferred or standard.

Upcoming Webinars

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 explore many of the 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 many uses of life insurance, we’ll extend our exploration to 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 is Long Term Care Insurance Essential?
Presented by: Jill MacNeil

There's no better time than Long Term Care Awareness month to learn how traditional LTCi and Hybrids can benefit your clients and their retirement plans, and which solutions work best for different client needs and goals.

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 clients’ life insurance and disability insurance policies can adjust to keep up with those changes. We’ll go through the process of maintaining each type of insurance, the life events that trigger a review, and important DOs and DON’Ts.