Policy Matters


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.


The Story of the FIO and the Good Insurance Agency
Once upon a time, in a land far, far away (California), there was a beautiful fee-only financial advisor. We’ll call her Fee-Ona.
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The Disability Disconnect
What are the chances any of your clients won’t be able to work for even a short time at some point in their lives? Pretty good, actually.
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Misconception Leads to Financial Indigestion
No one likes that uncomfortable feeling you get when something is hard to digest. Here are seven myths about disability insurance that make us queasy. They’re sure to have the same effect on you.
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A Disability Life Story
Because he invested in disability insurance, David was still able to take care of his family after a stroke caused him to retire early.
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Did you know...
LLIS can help you and your clients secure GROUP disability insurance (income protection) and life insurance, as well as individual.
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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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