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Policy Matters



  • Individual Short-term Disability. LLIS began offering this policy type to your clients in 2017. Here are the ways we can customize this solution:
    • Benefit period: 3 to 24 months
    • Benefit: 60% of pre-disability earnings up to a maximum benefit of $5,000 per month
    • Elimination period: 0 to 90 days
    • Recommended riders: hospital confinement, accident medical expense, critical illness, return of premium
    • Pregnant clients are eligible for coverage (within the 1st trimester, no complications)
    • Note: rates are gender-specific
  • Why is it important for small business owners to have income protection?
    • According to a recent survey by Paychex, 42% of professionals experience moderate stress levels on a regular basis; money and work are key contributors to that stress.
    • The Bank of America Business Advantage Small Business Owner Report in 2017 revealed that running a business is 4 times more stressful than raising children; and that 1 in 5 business owners have had a nightmare about their business failing.
  • ALLiS is getting popular! In December (two months after she was introduced), 137 advisors had logged in and completed their registration. To-date:
    • 681 advisors and 1,626 clients are working with ALLiS
    • 694 policies have been processed by ALLiS and teamLLIS
    • 1,654 policies are in progress
    • 2,183 online quotes have been received
    • 750 emails are sent by ALLiS to you and your clients each business day
    • What are advisors saying now?
      • "Great fillable quote forms! And the fact that they migrate into your CRM, that's really nice. Most considering a similar intake form and may want to take your lead." (Imitation is the most sincere form of flattery, so thanks!)
      • "Add me to your list of ALLiS fans!"
  • Join us:
  • LLIS Insurance Academy 2019:
    • Watch for registration to open this summer!
  • LLIS turns 20 this year! (September 9th is our actual birthdate)
    • We’re focusing on 20 this year with our webinars, conference participation, and prizes.
    • We’re experienced. But still young. There’s no resting on our laurels here.
      • We just introduced you to ALLiS (the secure extension of teamLLIS that provides 24/7/365 dashboard and drill-down views of allowable client information).
      • And we’re continuing to streamline our processes and our people. In our 20th year, we’ve hired 4 new people so far. We’ve changed our job descriptions, transitioning new business assistants to case managers (since ALLiS does so much of the formerly manual administrative tasks). And staffing up our growing and unique policyholder services team, helping your clients manage and change their in-force policies.


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

(We recommend low-load permanent life insurance and annuities when possible)

(Not all policy types 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".

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