ALLiS Login | phone icon (877) 254-4429

Please note our response time may not be as quick as we would like due to Hurricane Ian approaching our Tampa Bay offices. Thank you for your patience while our LLIS team makes arrangements for their health and safety.

Policy Matters

First Quarter 2022


    • We welcome Charlene Clark to our growing Policyholder Services team. She joins the team that is there every step of the way once your client’s policy is in force, from owner or beneficiary changes to premium reminders.
    • You may have heard a new friendly voice when you call our office. We’re thrilled to have Natalia Tolken as our new Office Manager. She’s making sure our team is running smoothly while connecting your calls and answering your questions.
  • We hope you’ll join us at these conferences:
    • NAPFA Spring Conference in Atlanta, GA: May 4-7 (We’ll once again be sponsoring the NAPFA Genesis social on May 5th! NAPFA Genesis members, watch for your invitation soon)
    • Garrett Conference: TBA
    • ACP Conference in Minneapolis, MN: Sept 28-Oct 1
    • XYPNLive Conference in Denver, CO: Oct 8-11
    • NAPFA Fall Conference in Denver, CO: Oct 20-23


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