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Policy Matters

SECOND QUARTER 2018

NEWS YOU CAN USE FROM THE EXPERTS AT LLIS

X marked the spot in Clearwater Beach, Florida February 21 through 23. Fifty FOFAs were treated to insurance education you can't find anywhere else:

  • 12 CFP® CEs
  • Comprehensive financial planning solutions for clients
  • Practical knowledge
  • Refreshers about scenarios rarely encountered
  • New solutions
  • New and renewed relationships with peers and teamLLIS

Why 50 advisors each year? Because we like to keep it small and intimate to give you the best environment to knowledge-share with LLIS experts, outside SMEs, and your peers (who are a good mix of seasoned advisors and newbies)

Here’s what advisors said about our 10th annual Academy:

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