Did You Know

Policy Matters

THIRD QUARTER 2015

NEWS YOU CAN USE FROM THE EXPERTS AT LLIS

Did You Know

Registration is open for LLIS Insurance Academy, February 4-5. Come “Walk the Walk” with us.
Mark and Jerry presented and exhibited at the first-ever XY Planning Network Conference September 15-17 in Charlotte! Mark presented the speed dating portion of the conference at his Tuesday 5:00 pm session entitled “Top 15 in 50: Insurance Facts your Clients Need You to Know … in 50 Minutes.” LLIS was also proud to be the premier and education sponsor for the conference.

Mark and Jerry will be exhibiting and speaking at the NAPFA Fall Conference October 20-23 in Indianapolis. “In-the-Annapolis or Indianapolis? Insurance Directions & Misconceptions” is 9:35 Wednesday morning, and that night we’ll be sponsoring the social for Genesis members at nearby Tavern on South, looking out to the downtown skyline, the best seat in Indy on their second level deck.
Jerry and Jill will be presenting and exhibiting at ACP’s Annual Conference November 4-7 in Birmingham: “Fear is a beast that feeds on attention: Allaying retirement fears with Annuities.”
Jerry will be presenting to PICPA at their Personal Financial Planning Conference November 9^th at Penn State Great Valley.
Kathy will be giving a webinar to NAPFA Genesis on November 18^th. Topic: Disability insurance.
Jill will be giving a webinar to XYPN December 2^nd. Topic: Insurance and your clients’ asset protection.
Brian will present a webinar to Garrett Planning Network members on December 11^th. Topic: Annuities.
Four LLIS webinars remain for 2015’s “Portrait of Risk: Protecting the Family & the Family Business.” Register soon for September, October, November, and December to find out more about the Green family: Will Carl utilize Split Dollar or will he split from Jenny? Will Jenny be fired from her teaching job for inappropriate Facebook posts? Will David’s and Daniel’s surfing careers continue to skyrocket or will one need the DI coverage they purchased after a bad wipeout? And in December: dun dun duuuuuuunnnnnn. What really happened to Ben? Did he die or …
We’re growing! LLIS has hired a new case manager (Jodi Bening) and another new business assistant (Octania Therazin)! And Toni Curry has been promoted from NBA to CM. Their skills are a welcome addition to the service LLIS provides you and your clients.
September is the perfect time to discuss life insurance with clients you think could benefit from coverage in their comprehensive plans. It’s life insurance awareness month.

SOLUTIONS AVAILABLE THROUGH LLIS

(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".