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The information contained in Policy Matters is not intended to make you an insurance expert; no one expects you to know all the ins and outs of the industry, just as they don’t expect us to interpret trends on the NASDAQ. The articles in Policy Matters provide updates to changes in the industry, insights into lesser known insurance solutions, facts and figures, and examples that come from actual clients.
Check out recent issues:
Current Issue: Fourth Quarter 2022
Turkey, Pumpkin Pie, LTCi
Learn More >>NY & PA State LTC Program Rumblings
Learn More >>CA State LTC Program Rumblings
Learn More >>LLIS Insurance Academy 2023
Learn More >>Did You Know?
Learn More >>
Third Quarter 2022
In This Issue
Lifestyle & Life Insurance, Advisory Life Insurance: An Idea Whose Time Has Come!, Real Life Story, Did You Know? …
Second Quarter 2022
In This Issue
It’s Graduation Time! Which Means Time to Protect Incomes and Student Loans, Goin’ Up, Getting’ High. No Matter the Genre, Rates Are Doin’ It, Riders We Recommend, Did You Know? …
First Quarter 2022
In This Issue
The Facts of Life: Insurance Style, Academy 2022: Insurance Can Be a Day at the Beach, Did You Know? …
Fourth Quarter 2021
In This Issue
WA Cares Fund & Federal Initiatives Update, Washington’s LTC Domino Effect, IRS Did Not Raise Tax Deductible LTCi Limits for 2022, Celebrating Caregivers & Understanding the Effects of Caregiving on Their Lives and Finances, Did You Know? …
Third Quarter 2021
In This Issue
COVID’s Impact on Life Insurance Payouts, Life Settlements: The Adult Version of Finding Change in the Couch Cushions, Funding Elsie’s Special Needs Trust, Did You Know? …
Second Quarter 2021
In This Issue
The Value of Disability Insurance from an Advisor’s Perspective, There’s an Insurance for Heart Attacks, Cancer, Strokes, and Dread Diseases?, How Your Clients Can Live, Love, Laugh Their Way Through Retirement, What To Do About Annuity Customer (Dis)Service?, BREAKING NEWS: Your Clients in Washington State MUST Have LTC Benefits, Did You Know? …
First Quarter 2021
In This Issue
American Heart Month, COVID, and Your Clients, Financial Lessons We Can All Learn from Schitt’$ Creek, All for Love, Did You Know? …
Fourth Quarter 2020
In This Issue
What Your Clients May Lose Without LTCi, The Cost of Waiting, Comparing Hybrid Long-Term Care Insurance Policy Benefits Can Be Worthwhile, Did You Know? …
Third Quarter 2020
In This Issue
Tough Talks During COVID-19, Millennials Boom Past Baby Boomers, Is Life Insurance Through Work Enough, Especially Today?, Did You Know? …
Second Quarter 2020
In This Issue
COVID-19 and Claims, Penicillin, Income & SPIAs, Refuting Annuity Misconceptions, Did You Know? …
First Quarter 2020
In This Issue
The Advisor, His HNW Clients, and the Insurance, LLIS Insurance Academy Earned an A from Advisors, Our Free Monthly Webinars (Starting April 14), Just For Fun, Did You Know? …
Fourth Quarter 2019
In This Issue
New Year's Re-Solution, 12 Reasons You Should Talk to Your Clients about Long Term Care Insurance (LTCi), LLIS Insurance Academy, Did You Know? …
Third Quarter 2019
In This Issue
The Goodman Triangle, Summertime Activities That Make You Go “Ooh, I hope they have life insurance!”, Personal Life Insurance Needs Planner, Did You Know …
SECOND QUARTER 2019
In This Issue
Keep your guard up... for their sake, MJ & DI: How Usage affects Coverage, Attracting and Keeping Top Talent, 11th annual LLIS Insurance Academy Recap: Seashells and InSHOREance down by the seashore, Did you Know? …
FOURTH QUARTER 2018
In This Issue
Healthcare costs can derail an otherwise well-planned retirement, Building and protecting a life together, Peace of mind for the long term, LLIS Insurance Academy: Shorely it's where you need to be in February, Santa's wishlist, Did you know …
THIRD QUARTER 2018
In This Issue
LLIS & Elvis: Both Go Platinum!, You’ve got to be KIDding me! (And other people who – surprisingly – could benefit from having life insurance), About Life Settlements: A Real Client Case Study, Too expensive? It’s more costly NOT to have life insurance., Did you know …
SECOND QUARTER 2018
In This Issue
Attracting & retaining talent with insurance benefits (How small- to medium-size businesses can compete), When someone becomes disabled, Do your clients think they can depend on Social Security Disability Insurance (SSDI)?, Take-Home Treasures from LLIS Insurance Academy 2018, Did you know? …
FIRST QUARTER 2018
In This Issue
Getting high: The relationship between pot & premiums, The end of a year & the end of an LLIS era, LLIS Insurance Academy (this month), ALLiS: Our new tech tool makes your life easier, LLIS turns 20 …
FOURTH QUARTER 2017
In This Issue
Clients & Cars: they’re all living longer, Women & LTCi, Mamas, don’t let your babies grow up to be cowboys (or caregivers), Meet ALLiS!, Did you know …
THIRD QUARTER 2017
In This Issue
Star Wars: Its influence on the life insurance industry, Insuring clients whose assets grow and liabilities decrease, Open enrollment time! Help your clients choose wisely, Did you know …
SECOND QUARTER 2017
In This Issue
If video killed the radio star, will automation kill your clients' jobs?, NPP: Not your typical Person's Protection, What do Lottery winners and Soon-to-be-Retirees have in common?, Who is ALLiS?, Did you know... …
FIRST QUARTER 2017
In This Issue
March is ☤ Awareness Month. (What ☤ means in your clients’ underwriting), 2017 LLIS Insurance Academy: Changes In Latitudes, Changes In Attitudes, Judith’s Lovin’ Life in Sandals! (The job she waited 48 years for), What is ALLiS?, Did You Know …
FOURTH QUARTER 2016
In This Issue
Different Clients. Different Long Term Care Concerns., Should Young Clients Think About LTCi Now … Or Should They Wait?, Loss of Income Can Affect Your Clients’ Long Term [Care] Plans (just like poor Snoopy), Did you know …
THIRD QUARTER 2016
In This Issue
It's a Risk Your Clients Don't Have to Take, When Clients Don’t Get Approved As They Hoped, Life Expectancy Isn’t What You Expect, Clients Don’t Want or Need Required Minimum Distributions?, Life Settlements, Did You Know? …
SECOND QUARTER 2016
In This Issue
Protecting a Break in Income Doesn’t Have to Break your Clients’ Banks, An MS Diagnosis: With DI & Without DI, Why DI? Why Now?, Disability Insurance: It’s Just Good Business, Did You Know? …
FIRST QUARTER 2016
In This Issue
Protecting an Inheritance From a Spendthrift, Who Walked the Walk at 2016 LLIS Insurance Academy?, Are Your Clients Worried They’ll Outlive Their Assets?, WHEN You Tell a Story Matters, Did You Know?, Who Walked the Walk Photos …
FOURTH QUARTER 2015
In This Issue
Care: Who & Where?, Independence: ADL (Is that what comes after the ACL?), Assets: What’s Counted & How to Protect Them, Caregiving: Care or Companionship?, Did you know? …
THIRD QUARTER 2015
In This Issue
Is Group Life Insurance a Good Deal?, Planning During Advanced Illness, Sometimes 1,000 Words Can Paint the Best Picture, Lessons in Life, Did You Know …
Second Quarter 2015
In This Issue
The Story of FIO and the Good Insurance Agency, The Disability Disconnect, Misconception Leads to Financial Indigestion, A Disability Life Story, Did You Know...
First Quarter 2015
In This Issue
Top 10 Underwriting Myths That Could Be Hurting Your Clients, Catastrophic Long Term Care Insurance, LLIS Insurance Academy: Better Than That Golden Oscar, Did You Know...
Fourth Quarter 2014
In This Issue
Chances Are..., Let's Talk Money, Money, Money, Who Are the Real Beneficiaries of LTCi?, Did You Know...
Third Quarter 2014
In This Issue
September is Life Awareness Month, From the CEO, Why Should Your Clients Own Life Insurance, The Value of Life Insurance in Your Fee-Only Financial Firm, Life Settlements Have Returned, Did You Know...