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Policy Matters

FOURTH QUARTER 2016

NEWS YOU CAN USE FROM THE EXPERTS AT LLIS

  • Failing to plan is planning to fail
  • Registration is open for our 2017 LLIS Insurance Academy on Sand Key Beach, Florida. Learn more and register here.
  • Congratulations to the following winners of 2 hotel nights at 2017 LLIS Insurance Academy (registration is always free for XYPN and NAPFA Genesis members):
  • XYPN Conference: Desmond Henry (Afflora Financial Life Planning)
  • NAPFA Conference (Genesis): Kristin Fang (Evensky & Katz/Foldes Financial Wealth Management)
  • See/hear teamLLIS:
    • December 13: LLIS webinar ('Tis the Season of Giving and Layering)
  • Living a long life is likely. The need for planning for it is definite.
  • Plan today for a quality lifestyle and dignity tomorrow.
  • 79% of 2015-2016 claimants believe having LTCi enabled them to access higher-quality providers.


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