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Policy Matters

FIRST QUARTER 2016

NEWS YOU CAN USE FROM THE EXPERTS AT LLIS

Thirty-six fabulous advisors and all of teamLLIS!


We walked:
  • The Tampa Riverwalk at sunrise
  • Through case studies of advisors and members of teamLLIS who have protected themselves, their family members, and special clients with:
    • Term & Permanent insurance
    • Disability insurance
    • Long term care insurance
    • Annuities
    • Hybrid Life/LTCi & Hybrid Annuity/LTCi
    • Insurance for business owners
  • Down to the pool for Meet, Greet & Eat Wednesday night
  • In the rain to an off-site dinner Thursday night
  • Through advisors’ client issues in the Solutions Sessions Roundtables
  • With two guest speakers:
    • Holly Thomas, CFP®: the planning journey from young adult to grave
    • Jeff Kruger, chief underwriter, individual disability at Principal Financial Group: underwriting straight off the front line

Click here to view more photos from the 2016 LLIS Insurance Academy!


Here’s the talk from some advisor participants:



Thanks to all of you who walked with us! We hope you’ll join us next year.

And congratulations to our poll winners: Christopher Girbes-Pierce and Benjamin Grosz. We know you used your $50 Amazon gift cards in a financially responsible way. :)

We are already starting to put together our 2017 LLIS Insurance Academy, so visit LLIS.com’s Advisor Education page soon for information.


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