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Policy Matters

Fourth Quarter 2019


  • The end of a year also marks the end of an era. Neva Clark, our Policyholder Services supervisor, is retiring. Neva has been a member of teamLLIS since 2005. She’s also been a friend of the Maurer family for much longer than that. We wish her all the happiness in the world as she begins this next chapter, enjoying more exercise, travel, bridge, and golf.
  • We’re urging you to help your clients plan and we’re walking the walk. We’re planning well into 2020 and hope you’ll visit us exhibiting/speaking at the following industry events:
  • Our 2020 webinar series will be announced soon. Visit our website soon for the schedule.
  • LLIS Insurance Academy is filling up! 25 of the 50 spots are already taken. Seas the Day and reserve your spot now, then book your hotel room before the hotel sells out! If you run into any issues with hotel, please contact our meeting planner, Dina Vann.


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