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Policy Matters

First Quarter 2021


  • At LLIS, we are proud of the work we do. We’re also proud of our home teams, including the Tampa Bay Buccaneers! Here are some members of teamLLIS on Super Bowl Sunday, cheering on the first team to ever host and play in a Super Bowl. Oh, and did we say WIN?
  • We’ll be participating in the following 2021 conferences and hope to see you (in person at the later ones)!
    • NAPFA Spring National Conference (May 5-8, 2021) Virtual
    • Garrett Conference (August 4-6, 2021) Virtual
    • NAPFA Fall National Conference (October 13-16, 2021) Boston, MA
    • ACP Conference (October 25–28, 2021) Atlanta, GA
    • #XYPNLIVE 2021 (November 8-12, 2021) Denver, CO
  • Academy 2021 is here! A bit different than past Academies (but what hasn’t been different the past year?), but still chock-full of great education. Join us over four afternoons with insurance related presentations at no cost to you. teamLLIS believes that while we all work towards a “new normal” in the current environment, working and learning virtually have become even more valuable.


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