May 2012
May 15, 4:00 PM - 5:00 PM
US
LLIS offers monthly one-hour webinars that focus on topics and products important to fee-only financial advisors and their clients. Earn 1 hour of CFP credit for each webinar.
The most common question we get about annuities focus on riders:
- GLWB, GMIB, GMWB … what?
- What is guaranteed?
- How do they work?
- We'll cover those questions and more
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June 2012
Jun 5, 4:00 PM - 5:00 PM
US
LLIS offers monthly one-hour webinars that focus on topics and products important to fee-only financial advisors and their clients.
The newest survivorship guaranteed universal life policy, created for fee-only financial advisors and their clients, AG Survivor Advantage GUL is the ideal estate planning solution because:
- Its low-load design reduces premiums!
- It’s easy to understand, with simplified illustrations
- It endows (building cash values)
- It’s a flexible insurance product with guarantees
- It guarantees cash values after year 1
- No CE credits available for this webinar.
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Jun 18, 5:00 PM - 6:00 PM
US
A 4 call series for members of the December and June Success Program Group Instruction classes.
Any other ACA members may enroll by contacting Amber Miller at amber@therapistleadershipinstitute.com
Monday - June 18 - 2pm pac
Wednesday June 20 - 2pm pac
Monday - June 25 - 2pm pac
Wednesday - June 27 - 2pm pac
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Jun 20, 5:00 PM - 6:00 PM
US
A 4 call series for members of the December and June Success Program Group Instruction classes.
Any other ACA members may enroll by contacting Amber Miller at amber@therapistleadershipinstitute.com
Monday - June 18 - 2pm pac
Wednesday June 20 - 2pm pac
Monday - June 25 - 2pm pac
Wednesday - June 27 - 2pm pac
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Jun 25, 5:00 PM - 6:00 PM
US
A 4 call series for members of the December and June Success Program Group Instruction classes.
Any other ACA members may enroll by contacting Amber Miller at amber@therapistleadershipinstitute.com
Monday - June 18 - 2pm pac
Wednesday June 20 - 2pm pac
Monday - June 25 - 2pm pac
Wednesday - June 27 - 2pm pac
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Jun 27, 5:00 PM - 6:00 PM
US
A 4 call series for members of the December and June Success Program Group Instruction classes.
Any other ACA members may enroll by contacting Amber Miller at amber@therapistleadershipinstitute.com
Monday - June 18 - 2pm pac
Wednesday June 20 - 2pm pac
Monday - June 25 - 2pm pac
Wednesday - June 27 - 2pm pac
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July 2012
Jul 10, 4:00 PM - 5:00 PM
US
LLIS offers monthly one-hour webinars that focus on topics and products important to fee-only financial advisors and their clients. Earn 1 hour of CFP credit for each webinar.
Does the idea of your ILIT SPWL being a MEC give you GERD? Hopefully we'll clear some things up this month:
- Taxation issues with certain acronyms
- The alphabet soup of annuity benefits
- Riders to different policy types and what they mean
- Is your client OK or are you OOL?
- Are these worth it?
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Jul 24, 4:00 PM - 5:00 PM
US
LLIS offers monthly one-hour webinars that focus on topics and products important to fee-only financial advisors and their clients.
The newest survivorship guaranteed universal life policy, created for fee-only financial advisors and their clients, AG Survivor Advantage GUL is the ideal estate planning solution because:
- Its low-load design reduces premiums!
- It’s easy to understand, with simplified illustrations
- It endows (building cash values)
- It’s a flexible insurance product with guarantees
- It guarantees cash values after year 1
- No CE credits available for this webinar.
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August 2012
Aug 14, 4:00 PM - 5:00 PM
US
LLIS offers monthly one-hour webinars that focus on topics and products important to fee-only financial advisors and their clients. Earn 1 hour of CFP credit for each webinar.
- What are the options at retirement?
- How much control/flexibility do I want?
- When does it make sense to take what is offered by the employer?
- How can we improve their payouts?
- Does this make sense even if they don't have a pension payout?
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September 2012
Sep 11, 4:00 PM - 5:00 PM
US
LLIS offers monthly one-hour webinars that focus on topics and products important to fee-only financial advisors and their clients. Earn 1 hour of CFP credit for each webinar.
- What Term life insurance can and can't do
- What Permanent life insurance does
- Changing from Term to Perm (and vice versa)
- Why I own both types
- Insuring children? Let's discuss.
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October 2012
Oct 3 - 6
Greektown Casino & Hotel
Detroit, MI, US
The task force is working on both pre and post workshops. Therefore if you are looking to make airline reservations please keep it in mind the workshops will possibly be on Wednesday and Sunday extending the event to Sunday the 7th.
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Oct 9, 4:00 PM - 5:00 PM
US
LLIS offers monthly one-hour webinars that focus on topics and products important to fee-only financial advisors and their clients. Earn 1 hour of CFP credit for each webinar.
What are the differences between Group and Individual Disability insurance coverage? Why is it important to have both, if possible?
· Disability insurance: taxable vs. non-taxable
· Occupation definitions
· Guaranteed renewable & non-cancelable & portability
· Comprehensive coverage for base salary and bonus/commission
· Coverage available to replace retirement contributions in the event of disability
· Supplementing the gap with Disability insurance and Critical Care insurance
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November 2012
Nov 13, 4:00 PM - 5:00 PM
US
LLIS offers monthly one-hour webinars that focus on topics and products important to fee-only financial advisors and their clients. Earn 1 hour of CFP credit for each webinar.
Long Term Care -- as a stand-alone or as a Hybrid product -- is an insurance solution that is confusing to many, yet an important part of maintaining both assets and quality of life. We'll delve into:
· Should your clients self-insure, purchase LTCi, or rely on Medicare?
· When is a good time to purchase LTCi?
· The benefits of shared policies vs. individual policies
· Increasing LTCi premiums and what is the future?
· Hybrid policies: What are their benefits over traditional LTCi and when are they a good fit?
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December 2012
Dec 11, 4:00 PM - 5:00 PM
US
LLIS offers monthly one-hour webinars that focus on topics and products important to fee-only financial advisors and their clients. Earn 1 hour of CFP credit for each webinar.
Questions advisors have asked us throughout the year about term life, permanent life, annuities, hybrids, long term care, disability, and critical care
An informal "chat session" with our product experts, addressing advisor questions and sharing new client experiences we’ve had in 2012
Chat session led by Judith Maurer
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February 2013
Feb 7 - 8
Tampa, FL, US
LLIS INSURANCE ACADEMY
The LLIS Insurance Academy (formerly LLIS Insurance Marathon) is a small learning community, focused on what comprehensive fee-only financial advisors need to know about insurance. It is an annual seminar, with two days of intense insurance training for advisors at all stages of their careers. The content and format are designed specifically for advisors who want to know more about insurance solutions and services that can help protect their clients’ wealth and security.
It is, simply put, insurance education you need … from insurance experts you trust.
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