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Policy Matters

SECOND QUARTER 2017

NEWS YOU CAN USE FROM THE EXPERTS AT LLIS

Our high touch, high tech is continually upgrading. Since 2015, we’ve been working on an advanced client and advisor relationship management system. It’s in response to your input, requests, and suggestions. It’s why we hired a chief information officer. Thanks to all of you who have provided this feedback in the last few years, we are close to launching:

What will it do for you and your clients? Provide secure access anytime, anywhere, 24/7/365:

  • Sensitive document sharing over an encrypted connection (as opposed to email or third-party file services)
  • Advisor views of up-to-the-minute client application updates in a dashboard-like view
  • Client views of application process status, existing policy information, annual statements, and documents online
  • Policy renewals and premium payment reminders via enhanced automated notifications

Plus:

  • Internal streamlined controls to minimize data entry duplication
  • Application exchange/migration/interoperability between LLIS and insurance companies
  • Three-way communication management (LLIS-client-advisor); you and your clients can fill in information gaps when it’s convenient for you (but our high touch is still in play with advisor services team members and case managers and, of course, the friendly voice who answers when you call)

Service is still the only thing we sell. And soon, we’ll be at your service with anytime access.

Stay tuned for the official launch of ALLiS. Coming soon to your email in-box and your mailbox!

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