Policy Matters

FIRST QUARTER 2016

News you can use from the experts at LLIS

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Welcome to LLIS's quarterly newsletter. Policy Matters is part of our commitment (as The advisor’s insurance advisor®) to provide you with service, solutions, education, and information you can use to safeguard your clients’ wealth and future security.

 
in this issue

Quick Links

Protecting an Inheritance From a Spendthrift


Who Walked the Walk at 2016 LLIS Insurance Academy?


Are Your Clients Worried They’ll Outlive Their Assets?


WHEN You Tell a Story Matters


Did You Know?


 
 
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Protecting an Inheritance From a Spendthrift
We’ve all known (at least) one. That family member or friend who just can't seem to manage their money and make smart financial decisions. What happens if that spendthrift gets a windfall inheritance?
Learn More >>

 
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Who Walked the Walk at 2016 LLIS Insurance Academy?
Thirty-six fabulous advisors and all of teamLLIS! We walked …
Learn More >>

 
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Are Your Clients Worried They’ll Outlive Their Assets?
Do you begin your client meetings with this question: “What is the date you’re going to die?”
Learn More >>

 
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WHEN You Tell a Story Matters
Earn free CEs from the comfort of your desk, couch or … the corner booth at your favorite gastropub
Learn More >>

 
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Did You Know?
News, events, and stuff you need to know!
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Solutions available through LLIS

Term Life Insurance | Low-Load Universal Life (Individual & Survivorship) | No Lapse Guaranteed
Universal 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".

NAPFAACA Garrett Planning Network NAPFA Genesis Sponsor LLIS LLIS XYPN National Sponsor