Policy Matters


News you can use from the experts at LLIS

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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 and 12 CFP® CE credits. Our seventh annual LLIS Insurance Academy provided 57 advisors with:

  • Practical knowledge
  • Comprehensive financial planning solutions for clients
  • Content relative to their practice
  • Case studies showing real-world application of solutions
  • Interactive case studies (making it easy to remember and apply the concepts)
  • Networking with peers to learn best practices

And solutions that can help clients:

  • Preserve their legacy for years to come
  • Ensure they don’t outlive their savings
  • Protect their income
  • Match their insurance with their need for protection now
  • Assess current coverage

Special thanks to our guest speakers: Bob Maloney (Why My Clients Like Permanent Insurance), Kathleen Rehl (Working with Widows), and Jeff Streszoff from Columbus Life (Underwriting).

Congratulations to Jeff Jones for winning 10,000 Hilton Honors award points in our drawing.

We will begin planning the 2016 LLIS Insurance Academy soon, so look for information coming soon.

In the meantime, click here to check out what this year’s attendees said!

XYPN Guys Interactive Case Studies

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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