Policy Matters

THIRD 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

It's a Risk Your Clients Don't Have to Take


When Clients Don’t Get Approved As They Hoped


Life Expectancy Isn’t What You Expect


Clients Don’t Want or Need Required Minimum Distributions?


Life Settlements


Did You Know?


 
 
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It's a Risk Your Clients Don't Have to Take
Driving race cars is risky. Not having life insurance to take care of your family is riskier.
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When Clients Don’t Get Approved As They Hoped
We occasionally have clients who aren’t approved as they hoped.
Learn More >>

 
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Life Expectancy Isn’t What You Expect
If you look up the definition of life expectancy you will find something like this...
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Clients Don’t Want or Need Required Minimum Distributions?
You may have heard this from one (or more) of your clients: “I don’t want the money. Why do I have to take it?”
Learn More >>

 
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Life Settlements
“Advisors should never allow clients to surrender a permanent life insurance policy or let a convertible term policy lapse before looking into a life settlement,” cautions Judith Maurer, Founder of LLIS.
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