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Policy Matters

Third Quarter 2020

NEWS YOU CAN USE FROM THE EXPERTS AT LLIS

  • We sent the LLIS Team home on March 16th and many of us haven’t been back since. Thanks to all of our team for working hard to make it as smooth a transition as possible.
  • We hope to “see” you at these virtual conferences coming soon:
    • XYPNLive(ish): October 12-16
    • NAPFA Fall: October 21-23
    • ACP Virtual: October 28-30
  • Insurance Academy update: We will not be holding our LLIS Insurance Academy in Clearwater Beach this February. However, we have contracted with the Sheraton Sand Key once again for Academy 2022 (February 23-25). We will miss seeing you all in person, but we promise we are working on our 2021 webinar schedule and some Academy-alternative opportunities to gather virtually for CEs and collaboration.

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