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Policy Matters

FIRST QUARTER 2016

NEWS YOU CAN USE FROM THE EXPERTS AT LLIS

2016 monthly webinars begin this month

Earn free CEs from the comfort of your desk, couch or … the corner booth at your favorite gastropub.

Fee-only financial advisors have gained insights into the insurance industry (and CFP® CE credits) nearly every month since January 2012 through LLIS’s monthly webinars.

In 2016 our webinars will be well-timed, correlating with life events and commemorative months.

Each month, we’ll tackle fears your clients have about income security and wealth preservation using innovative and creative insurance solutions. We’ll start with March (Women’s History Month) and focus on important insurance coverage for women. In August we’ll address group coverage, just in time for your clients to start thinking about their group enrollment options in October. And we’ll end the year with a focus on insurance and your clients’ taxes (gifting, pension max).

And if you miss any of the 2016 webinars, you can catch up in the archives.


2016 Monthly Webinars
MONTH DAY TITLE TOPIC
March 8 Women's History Month: Recognizing Diversity in LTCi & DI LTCi, DI
May 10 Disability Insurance Awareness Month: Time to Ensure Your Clients' Paychecks are Protected DI
June 14 Juno, the Goddess of Marriage & Childbirth: Time For a Beneficiary Change? Policy reviews (multiple types of insurance), Annuities
July 12 Independence Day! Help Your Clients Celebrate Independence from Worry Annuities, Hybrids
August 9 A Season of Change: Protecting the Planning Group life & DI enrollment, DI Student Loan Protection, Term conversion
September 13 Life Insurance Awareness Month: When Clients Don't Want to Talk About Death life insurance (term and permanent)
November 8 Long Term Care Insurance Awareness Month: Because Healthcare Costs Continue to Rise LTCi
December 13 'Tis the Season of Giving & Layering term insurance, pension max, the role of insurance in charitable giving


SOLUTIONS 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

(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".

NAPFA ACP Garrett Planning Network NAPFA XYPN BLatinX Internship Inc. Sponsor