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.

Stay tuned for our upcoming list of webinars...

“I have never done pension max with a UL base. Excellent food for thought.” - Audrey Jones “Very well delivered. Excellent information.” - Jay Hutchins

2024 Preparing for the Future: Long Term Care Insurance and Hybrid Policy Strategies Taylor West Insight into Life Insurance Underwriting: Building a Strong Financial Foundation Meisha Brannan Assessing Your Insurance Policies for Optimal Protection Mark Maurer, CFP® Exploring the Benefits of Annuities Jerry Skapyak Modern Strategies for Employee Retention and Incentives Through Business Life and Disability Protection Mark Maurer, CFP® and Kathy Bilodeau View All Past Webinars »