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(877) 254-4429
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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.
April 8, 2025 –
4:00 pm ET
A Space Odyssey: Navigating the Mysteries of Underwriting
Presented by: Meisha Brannan
In this webinar, fee-only advisors will explore the four key areas that underwriters examine when assessing risk, providing a deep dive into the essential areas of focus. We will discuss the role of technology and how it acts as a powerful rocket, propelling the underwriting process forward and making it more efficient. We will navigate the “universe” of underwriting paths, learning to distinguish between Automated, Accelerated, and Full underwriting. By the end, you will be equipped to chart your client’s course through the various underwriting stages with precision.
June 10, 2025 –
4:00 pm ET
Topic(s): Long Term Care, LTCi
Protecting the Aging Planet: A World of LTC
Presented by: Taylor West
In a galaxy far, far away, there’s a planet of aging beings who are beginning to understand the need for care in their later years. However, the reality of the cost of this care has them searching the cosmos for solutions that can assist in that cost, and lead their younger generations to prosperity. During this presentation we’ll address the rising cost of long term care, as well as the different solutions that are available to protect clients, their families, and their legacies. We’ll compare traditional and hybrid solutions by using real-life case studies to illustrate how they can help shield the risk of an LTC event.
July 8, 2025 –
4:00 pm ET
Topic(s): Term Life Insurance
Avoid a Financial Black Hole with a Foundation of Term Life Insurance
Presented by: Brian Ciccarelli
In the vast expanse of financial protection, term life insurance acts as a powerful spacecraft offering affordable coverage for a defined mission duration. Fee-Only advisors recognize this as the ideal choice for their clients' temporary financial security, offering the flexibility to adjust coverage as their cosmic needs evolve. We’ll also explore the strategy of layering term plans of varying lengths to lower premium costs and examine the advantages of group and personal term life coverage as we chart the stars of financial planning.
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“This was one of the BEST webinars I have ever listened to. The charts were clear. The math was compelling. The illustrations were engaging. You helped me think outside the box, giving me several ideas I can use. Great job Mark!” “I really liked the graphs and pictures, made it easier to understand.” |
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