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Policy Matters

FOURTH QUARTER 2017

NEWS YOU CAN USE FROM THE EXPERTS AT LLIS

She's here! Weighing in at a whopping 6,000+ hours of coding. Length: 2+ years in the making. And she was born because advisors wanted this kind of access to client information.

ALLiS is a relationship management system that gives you access to your clients' policy information (the advisor section) 24/7/365. ALLiS is an extension of the individual service you're used to from teamLLIS, and will streamline your clients' insurance application process, provide you dashboard views of all clients and detailed screens of individual clients, allow for secure transmission and storage of files, and give your clients the same type of views and access to their own information. ALLiS is LLIS's newest high touch, high tech initiative in their commitment to provide advisors and their clients with the best possible service and experience.


What will ALLiS do for all types of users?



A few advisors have been beta testing ALLiS. Here are some of their comments:

You can meet ALLiS and get your relationship started here. She’s looking forward to assisting teamLLIS work smart with you

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