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Policy Matters

Third Quarter 2022


  • NAPFA Genesis members: LLIS will once again host you at the fall conference Genesis social! We hope you will join us at Ace Eat Serve for food, drinks, and ping pong fun on Friday night of the conference! We are so thrilled to still be the national sponsor for this group of young professionals!
  • Did you save the dates yet? LLIS Insurance Academy will be back at Sheraton Sand Key in Clearwater Beach, Florida from February 1-3, 2023. Registration will open soon on our website under Advisor Education.
  • Remaining LLIS webinars for 2022 (and still free!), each at 4pm ET. Register here.
    • October 18: Alternative Disability Insurance Solutions
    • November 15: Planning the Future with LTCi
    • December 13: Insurance Mistakes to Avoid in the New Year
  • We hope to see you at the following conferences this fall:
    • 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