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Policy Matters

First Quarter 2020


40+ advisors and their guests ‘Seas’ed the Day for our 12th annual LLIS Insurance Academy along the beaches of Sand Key, Florida. Two days, really, filled with entertaining educational sessions (11 CFP® CEs), networking, table topics, sun, and a bit of fun.

Advisors rated their overall Academy experience 98.8%, with 100% of them noting that the value of information received for their Academy registration fee ($150) was excellent (94.44%) or good (5.56%).

If you didn’t attend this year, we hope you’ll join your peers February 17-19, 2021 for our 13th annual LLIS Insurance Academy to experience what this year’s Academy graduates described as:

  • Perfect setting, great learning, and the LLIS staff is so helpful, organized, and last but not least, FUN.
  • … very impressed with the speakers, the topics and the care that went into planning and executing this conference.
  • Great content that was relevant to client needs.
  • … a fantastic job hosting the event. All of the staff that I talked to were kind, professional and even fun to be around (meant as a compliment).
  • A great update and primer on a broad range of insurance issues. Helped me to think about how I can better incorporate support for my clients around insurance issues. Made me feel comfortable and welcome to include LLiS staff in that process.
  • I have been to the Academy multiple times and each time I've learned something that I could put into practice immediately.
  • Just when you start to think you know it all, you attend the LLIS Academy and realize how much more value you can bring to your clients!
  • I learned so much and really enjoyed the underwriting process talks.
  • Love the case studies that presenters provided.
  • Overall I found the experience to be fun and informative. The speakers were excellent
  • This was my first time attending the conference, and everything was great. I found that other attendees were quite open in sharing their personal experiences, which I found a wealth of valuable information I can introduce into my practice. The information was presented in adequate blocks and allowed for plenty of time in between sessions where we could check-in and handle things back at the office.
  • Simply one of the best bargains in the CE universe (between the reduced hotel costs and the very low registration fees).

Check our website soon register for next year’s Academy!


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".

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