Policy Matters

FIRST QUARTER 2015

News you can use from the experts at LLIS

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Welcome to LLIS's quarterly newsletter – an exclusive benefit for you, one of our trusted fee-only financial advisors. The information contained in this issue of Policy Matters is not intended to make you an insurance expert. We don’t expect our fee-only financial advisors to know all the ins and outs of our industry, just as they don’t expect us to interpret trends on the NASDAQ. LLIS is made up of experts in finding the right insurance based upon a client’s needs and their fee-only financial advisor’s recommendations. At the heart of everything we do is one guiding principle: To provide the type of personal service your clients expect. And it shows in the results we consistently achieve.

Policy Matters is part of our commitment (as The advisor’s insurance advisor®) to provide you with service, products, education, and information you can use to safeguard your clients’ wealth and future security.

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Misconceptions About Life Insurance
Clients need your help, guidance, and knowledge. And LLIS is committed to providing you with the education and resources you need...
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Welcome to the new LLIS.com
High touch, high tech. It's one of the things that makes us different.
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LLIS Insurance Academy 2015: WISE advice for your clients
Financial advisors from NAPFA, NAPFA Genesis, XY Planning Network, and Garrett Planning Network came from near (Lutz, FL) and far (Olympia, WA) for two days of intense insurance training.
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Did you know...
There are exciting things going on at LLIS for advisors!
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Products available through LLIS

Term Life Insurance | Low-Load Universal Life (Individual & Survivorship) | No Lapse Guaranteed Univeral Life (Individual & Survivorship) | Long Term Care Insurance | Disability Insurance | Critical Care Insurance | Low-Load Variable Annuity | Immediate and Fixed Annuities | Low-Load Variable Universal Life | Hybrid Life/LTCi | Hybrid Annuity/LTCi

(Not all products available in all states)

For a list of current providers, visit the Advisor Tools section of our website and click on
"Insurance Companies We Work With".

NAPFAACAGarrett Planning NetworkNAPFA Genesis Sponsor LLISLLIS XYPN National Sponsor

2907 W. Bay to Bay Blvd. | Suite 102 | Tampa, FL 33629-1706 | Toll Free: 877-254-4429
Local: 813-902-0002 | Fax: 813-902-0007 | www.LLIS.com

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