Policy Matters


News you can use from the experts at LLIS

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Welcome to the new LLIS.com

High touch, high tech. It’s one of the things that makes us different.

We are constantly reviewing our services, procedures, educational offerings, and technology based on advisor and client input.

“I’m concerned about emailing personal information.” We’re working on that. As part of this process, our systems will be even more secure and will nearly eliminate the need for emailing information.

“I want to be able to find things easily on your site.” Done. You can now search our entire site for just one word.

“It would be great if my clients could fill out just one quote request if they want quotes for multiple insurance types.” We heard you and we agree. Your clients soon will have the ability to choose a combination Term & Disability quote request. And down the line, if we discover your clients want to apply for more than one type of insurance, with the click of a button our case managers will be able to create a multi-solution application.

“Some of my clients are huge tablet users. It would be nice if they could complete quote requests on them.” Great idea! We’ve watched our website analytics and noticed a trend toward more tablet and mobile device usage. Our new website is responsive and mobile-friendly.

“I’d like more client-specific information on your website that I can send them to.” Easy. There are now two distinct sections on our website: Advisors and Clients. Both are accessible by everyone, but some of the information in each section is specific to that type of visitor.

“Instant quotes would be helpful.” This is the one request we just can't fulfill. Why? Because of the extensive pre-underwriting we do to help your clients find the right solution at the right price. No one likes surprises. And when your clients get instant quotes, more times than not the end result is quite surprising. With the right amount of input from your clients, they have a good idea up front what their coverage may look like, instead of months down the line after they’ve gone through the intrusive underwriting process, had paramedical exams, answered the same questions three times, and are nearly done with their application process. That kind of frustration can lead them to the unwise decision to just drop it. Your goal and ours is to help them protect their income and assets.

“What can I expect during this process?” and “Why is this taking so long?” and “Why is so much personal information required?” are questions we hear from clients. We address these questions as they go through the process, and now they’re also addressed in two easy-to-read client tools: Application Process and Why is so much personal information required?

We’re going green. All brochures are now web-based, housed on LLIS.com, with two exceptions:

For advisors: The Team Behind Your Team

The Team Behind Your TeamWhy Choose Team LLIS?
What Makes Us Different?We've Got Your Back

For clients: Who is LLIS?

Who Is LLIS?Who Is LLIS?

Click here for a quick video tour of the new site. (Quote request and policyholder services you'll see are coming soon!)

Welcome to the new LLIS.com, from teamLLIS, The advisor’s insurance advisor®.

- Mark Maurer

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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