May 7, 2019 –
4:00 pm ET

Topic(s): Disability Insurance

Protecting Your Clients' Income With Disability Insurance
Presented by: Brian Ciccarelli

Your client’s income is his/her most valuable asset. Imagine a serious injury or illness elimination income – how long could the financial plan hold up? Disability insurance is an income “backup system” for clients’ short-term needs and long-term goals. Learn about some of the ways a solid DI plan can become financial goal protection.

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April 9, 2019 –
4:00 pm ET

Topic(s): Underwriting

Unlocking The Secrets Of Underwriting
Presented by: Jennifer Stiles, ALU, FLMI

We'll take you through specific labs completed during an insurance exam to test organ function and a client’s risk. Learn how pre-underwriting can avoid surprises during the application process and learn what’s changed the underwriting world.

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March 12, 2019 –
4:00 pm ET

Topic(s): Life Insurance

Client Stories and Case Studies: How to Maintain an Inforce Policy
Presented by: Mark Maurer, CFP^®

We'll cover the importance of paying premiums on time and options clients have with policy changes. We all know changes occur during the life of an insurance policy, so it’s important to keep all information up to date.

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December 11, 2018 –
4:00 pm ET

Topic(s): Business insurance

20 years of protection with 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.

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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.

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October 23, 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®

(Rescheduled from October 9, 2018) ABC? ART? BOE? FIO? What do they mean? We’ll discuss 20 insurance-related acronyms you and your clients will find helpful.

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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.

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August 14, 2018 –
4:00 pm ET

Topic(s): Hybrids

20 Useful Facts of Hybrid/LTC Insurance Policies
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.

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June 12, 2018 –
4:00 pm ET

Topic(s): Annuities

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?

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