Policy Matters

First Quarter 2020

News you can use from the experts at LLIS

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Welcome to LLIS's quarterly newsletter. Policy Matters is part of our commitment (as The advisor’s insurance advisor®) to provide you with service, solutions, education, and information you can use to safeguard your clients’ wealth and future security.

 
in this issue

Quick Links

The Advisor, His HNW Clients, and the Insurance


LLIS Insurance Academy Earned an A from Advisors


Our Free Monthly Webinars (Starting April 14)


Just For Fun


Did You Know?


 
 
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The Advisor, His HNW Clients, and the Insurance
What high net worth clients want from advisors
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LLIS Insurance Academy Earned an A from Advisors

Learn More >>

 
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Our Free Monthly Webinars (Starting April 14)
While we all work toward a “new normal” in the current environment
Learn More >>

 
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Just For Fun
Some things to add to your isolation toolkit
Learn More >>

 
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Did You Know?

Learn More >>

Solutions available through LLIS

Term Life Insurance | Low-Load Universal Life (Individual & Survivorship) | No Lapse Guaranteed
Universal 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".

NAPFAACA Garrett Planning Network NAPFA Genesis Sponsor LLIS LLIS XYPN National Sponsor BLatinX Internship Inc. Sponsor