Policy Matters


News you can use from the experts at LLIS

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Did You Know?

There are exciting things going on at LLIS for advisors!

  • We added a new member to our Advisor Services Team to help you and your clients find the right insurance solution with quotes and subject matter expertise. Brian Ciccarelli joined the team as our second disability insurance specialist. He’ll also be helping your clients with term insurance. Brian is no stranger to the disability insurance world. He came to LLIS from Guardian Life, a company we work with on a daily basis to find the right disability coverage for our clients.
  • Our new logo was introduced fall of 2014.
  • Our new website went live on February 9th!
  • And continuing with our high touch, high tech approach, our new website soon will feature a more streamlined application process and even more security for your clients’ identifying information:
    • Quote Requests: Once submitted from LLIS.com, the data automatically populates our client relationship management database and an application.
    • Applications: Your clients have the ability to complete sections of their application after the interview (for those bits of information they don’t have readily available). You have the ability to complete the financial section of their application (at the client’s request), with the remainder of the application withheld from view for privacy compliance.

It’s all done securely with data encryption of sensitive personal information; substantially reducing the stream of emails requesting and providing information. And with less room for human error. The data entered by you and your clients flows from one form to another, and is only revised at your direction or theirs.

  • The 2015 LLIS Webinar series is live and taking registrations. This year’s theme is Portrait of Risk: Protecting the Family & the Family Business.
  • We have renewed our sponsorship for NAPFA Genesis!
  • We have signed on to be the Premier & Education sponsor for XY Planning Network’s first-ever national conference!
  • We are proud to continue our NAPFA Resource Partner agreement.

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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