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Policy Matters

Second Quarter 2021


  • LLIS has been the sponsor of NAPFA’s subsection of membership called Genesis since 2013. It’s the group of NAPFA members 33 years old and younger. Part of that sponsorship involves a social event at each NAPFA conference. At the spring conference (virtual), we hosted a “Bob Ross” Cinco de Mayo GOAT painting event since Genesis members are the GOAT financial planners, of course. Participants got a package of swag with all the needed painting supplies and a $25 Total Wine gift card. It was a blast! Congratulations to the following Genesis members:
    • Adam Bergeron (Cornerstone Planning) for being chosen by “Bob” as greatest painting (Two-night stay at Sheraton Sand Key during the 2022 LLIS Insurance Academy)
    • John Darby for being chosen least greatest painting ($25 Amazon gift card)
    • And for GOAT participation: Jordan Slingo (Elwood & Goetz): Bob Ross socks, Karly Holland (Divergent Planning): Bob Ross face mask, Elijah Essa (Coats Financial Planning): Bob Ross Happy Little Accidents game, Ben Jacobs (Elwood & Goetz): Bob Ross Make Your Own Gummy Kit Adam John
  • LLIS Insurance Academy is returning to in-person next year on Clearwater Beach, Florida! Watch for details soon at Save the date: February 23-25
  • You don’t have to wait until February 2022 to gain insurance knowledge. Our webinar series continues with the following remaining:
    • July 13: Your Ultimate Guide to Annuities
    • August 10: Recognizing Insurance Riders in Life and DI
    • September 14: What’s New In Life Insurance Underwriting?
    • October 12: Advisors’ FAQ About Insurance Answered by LLIS Experts
    • November 9: Comparing Your Long Term Care insurance Options
    • December 14: Insuring Who You Love with Joint Coverage


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