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(877) 254-4429
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.
This year we'll stargaze at insurance situations that fee-only financial advisors, like yourself, closely encounter. You might explore the cosmos to examine your clients risk factors and provide ways to safeguard their families and assets. And you'll learn about personalized insurance solutions that can adapt to their changing needs throughout the galaxy.
September 9, 2025 –
4:00 pm ET
Meet George Jetson! He needs DI!
Presented by: Kathy Bilodeau
When things get too smoggy, where do you go? To Orbit City out in space where the air is clean. In Orbit City is a family known as the Jetsons. They are traditional family who has a working father (George), a stay-at-home spouse (Jane), two school age children (Judy & Elroy), and we mustn’t forget their dog, Astro. This family has the same needs of most families today. The need to protect George’s income if he should become disabled. The need to protect Jane if she should become ill and cannot take care of the house and kids, and lastly, the need to make sure George is getting the most out of his employer (Spacely Space Sprockets) group benefits.
November 11, 2025 –
4:00 pm ET
Topic(s):
To be determined
Presented by: Mark Maurer
To be determined
December 9, 2025 –
4:00 pm ET
Topic(s): Annuities
Out of this World Annuity Benefits!
Presented by: Jerry Skapyak
Our solar system has many different types and sizes of planets. We will look at several different types of annuities and how they fit into the financial plan for clients. We will also look at what options your clients have for annuities they no longer want or need. We will evaluate the various riders on annuities and see how they may fit into the financial plan.
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“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.” “I wasn't aware of critical care insurance -- good to know about.” |
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