Policy Matters


News you can use from the experts at LLIS

image placeholder

Did You Know?

  • LLIS can help you and your clients secure GROUP disability insurance (income protection) and life insurance, as well as individual? Here are some groups we’ve worked with recently:
    Business # Employees
    CPA firm3
    Civil Engineering firm 17
    Non-profit organization 5
    Financial Advisor firm 6
    Financial Advisor firm 7
    Law Practice 40
    Law Practice 9
    Pulmonology group 3
    Theater/Sound Installation company 14
    Staffing company 10
  • From NBA to CM. Natalie Dykstra, who joined LLIS as a new business assistant one year ago, is now a case manager! She’ll be working with you and your clients through their application process, including their application interviews and preparing them for paramed exams, if required.
  • Save the Date! LLIS Insurance Academy, February 4-5, 2016. Registration is open now at https://LLIS.com/llis-insurance-academy
  • Our 2015 webinar series continues. This year’s theme: Portrait of Risk: Protecting the Family & the Family Business. In March, you were introduced to the family we are protecting. Last month, we watched how Andrew, the patriarch, left a public and a private legacy. This week we presented Speed Up a Late-Bloomer: Protection for your Clients' End Years with a Late Start, focusing on Ben and Mary with 10 years to plan for retirement. Join us for June: You Can Keep Your Clients From Running out of Money.
  • Thanks to all who visited with us at NAPFA Spring Conference and the Genesis social. So good to see you all!
  • In July, Keith will be at Garrett Annual Retreat July 23-26 in Broomfield, Colorado.
  • On August 19th, Mark will present a webinar to NAPFA Genesis about term layering.
  • Continuing with our high touch, high tech approach, we are working diligently on the next phase of our new website: 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.

  • May is also Motorcycle Awareness Month, all about educating motorists about recognizing motorcyclists and encouraging motorcyclists to be careful on the road. Kathy (“Harley Honey,” as she calls herself) thinks this should be every month.

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

Home | About Us | Quote Request

Copyright 2015 Low Load Insurance Services, Inc. Contents may not be copied, reproduced or redistributed without prior written permission of Low Load Insurance Services or its affiliates.