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Policy Matters

Third Quarter 2021


  • Kelly Rowland says “there ain’t no mountain high enough” to keep her from getting to life insurance for her family. She urges us all to “put a little love in your heart” this September by considering life insurance if we have people who count on us. And, along with Busta Rhymes and Missy Elliott, she says “Get it.”
  • Remaining 2021 webinars (CEs at no cost!):
    • 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
  • Your clients are no doubt busy. Be sure they have “get life insurance” on their to-do list!
  • Did you know that stay-at-home parents can get insurance? Life insurance and critical care insurance.
  • Live and in person! The 2022 LLIS Insurance Academy is back. Join us and around 50 of your peers in beautiful Clearwater Beach at the Sheraton Sand Key Resort. Registration is limited to keep the group friendly and ideal for knowledge-sharing.
  • Book your group rate for LLIS 2022 Insurance Academy ($209)
    If you want to extend your stay (either on the front end or the back end), please contact the hotel directly (not an 800 number). You can email and request extra dates be added to the existing reservation (based on availability). Or you can call 727-595-1611 ask for inhouse group reservations.


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