Did You Know

Policy Matters

FIRST QUARTER 2017

NEWS YOU CAN USE FROM THE EXPERTS AT LLIS

We renewed our sponsorship of NAPFA Genesis! We’ll see Genesis members at our social Thursday night at NAPFA spring conference in Bellevue. And we look forward to awarding Genesis scholarships throughout the next year.
We renewed our XY Planning Network national sponsorship too!
Why do we support these organizations? “Every day, younger clients are looking for unbiased advice about their financial planning. They’re looking for advisors they can relate to in terms of age and experience level, and who follow a fiduciary standard. We are proud to be partners with the fee-only advisors of the future,” Mark Maurer told NAPFA. “We’re creating our own technology for use in that area where insurance meets fee-only financial planning, so information can be instantly available on phones and tablets for these young advisors.”
We’re already working on LLIS Insurance Academy 2018. Stay tuned for details soon!
Look for us and visit with us:
- May 16-19 NAPFA Spring Conference (Bellevue, WA)
- July 27-30 Garrett Retreat (Broomfield, CO)
- August 29-31 XYPN Conference (Dallas, TX)
- October 18-21 NAPFA Fall Conference (Orlando, FL)
- November 8-11 Alliance of Comprehensive Planners (San Antonio, TX)
Our 2017 webinar series: Creative Solutions: Our Concepts. Your Clients.
- March 14: Innovation of Life Insurance Underwriting
- April 11: It’s Just Business (Insurance protection for your clients)
- May 9: Disability Insurance Awareness Month: Help Protect Your Clients’ Paycheck
- June 13: Annuity Awareness Month: Insurance Planning with Immediate, Deferred & Hybrid Annuities
- August 8: What are low-load policies and what can they do?
- September 12: Life Insurance Awareness Month: What Options Are Best for Your Clients?
- October 10: Scary Insurance Challenges
- November 14: Long Term Care Insurance Awareness Month: The Long and Short of LTCi
- December 12: End of Year Policy Review

SOLUTIONS AVAILABLE THROUGH LLIS

(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".