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.

2018 marks LLIS's 20th Anniversary! In 2018 our monthly webinars will involve 20. Each webinar will include advisors requests for specific information. So watch for a question you may have submitted!

Featured Webinar

June 12, 2018 –
4:00 pm ET

20 critical pieces of information needed for a fixed annuity quote
Presented by: Jerry Skapyak, LUTCF

We’ll take you through the necessary questions you and your clients may have on annuities. What are the different types of annuities? Why does gender matter? How are benefits paid out to joint annuitants? How do you choose between single premium deposit and installments?

Upcoming Webinars

August 14, 2018 –
4:00 pm ET

Topic(s): Hybrids

20 ABCs of hybrid annuities & other insurance combos
Presented by: Jerry Skapyak, LUTCF

Hybrids = ABCs (asset based care solutions). Explore insurance combinations for clients who don’t want traditional long term care insurance.

September 18, 2018 –
4:00 pm ET

Topic(s): life insurance (term and perm)

Top 20 reasons to have an individual life insurance policy
Presented by: Mark Maurer, CFP®

Life insurance helps protect your clients’ financial future and plan for the day they are no longer here to protect their loved ones. We’ll list and discuss 20 reasons why life insurance is needed.

October 9, 2018 –
4:00 pm ET

Topic(s): Multiple types of insurance

20 insurance-related acronyms helpful to LLIS, advisors, and clients
Presented by: Mark Maurer, CFP®

ABC? ART? BOE? FIO? What do they mean? We’ll discuss 20 insurance-related acronyms you and your clients will find helpful.

November 13, 2018 –
4:00 pm ET

Topic(s): LTCi

The LTCi 80/20 rule & other helpful ways to save your clients money on LTCi premiums
Presented by: Jill MacNeil

The Long Term Care insurance industry has undergone changes over the years. One thing remains stable: long term care is an important part of maintaining assets and quality of life. We’ll explain what the LLIS’s 80/20 rule with LTCi.

December 11, 2018 –
4:00 pm ET

Topic(s): Business insurance

20 years of protecting LLIS & how you can help protect your clients’ businesses using insurance
Presented by: Mark Maurer, CFP®

LLIS has been in the business for 20 years! Learn about insurance solutions that can protect your clients' businesses and your own financial planning practice.