Education
January 24-25, 2011
Renaissance Tampa Hotel International Plaza
Your adventure begins with “The Great LLISie’s” grand plan. Enter Professor “Don’t Leave it to Fate” and his malicious interventions. How will you adjust so that you and your clients win in the end?
Along your journey to the finish line, you will:
- Encounter obstacles your clients face on the road to the policy that’s right for them
- Interact with the other racers and your LLIS coaches
- Navigate the insurance underwriting road
- Understand how life insurance, annuities, long term care, disability, and hybrid products can protect your clients for the long run
- Learn the mechanics and how LLIS can engineer the right solutions
- Earn CEs for insurance topics required for the CFP® designation and NAPFA
For program details and registration, click here.
Webinars
LLIS now offers monthly one-hour webinars that focus on topics and products important to fee-only financial advisors and their clients. Each webinar will earn you 1 CFP® CE credit hour.
August 31, 2010 (4:00 pm ET)
Disability Insurance: Protect Your Clients’ Retirement
Presented by: Mark Maurer, CFP®, MBA, President
- Retirement Protection DI plans: How they work and when they make sense
- Are your clients as protected as they think they are?
- Optional riders: Adding value to your clients’ income protection program
- Business Overhead Expense: How long could your clients’ business continue without him/her?
- Trends in DI underwriting
Upcoming Webinars
Topics and dates subject to change.
LLIS will provide proof of your attendance to the CFP® board and will e-mail you a certificate of completion. Please note: You must log in using the e-mail address you register with and remain logged in to the webinar for 50 minutes or more for roster documentation, per CFP® board policy.
Past Webinars
Long Term Care Planning & LTC Partnership Ideas
Presented by: Mark Maurer, CFP®, MBA, President
- What is the right time to get LTC insurance? (The math and the personal side)
- DRA Partnership states and what they mean to you and your clients
- Pick your Shtick: How to get comfortable with your LTCi recommendations and planning
- Real advisor LTCi thoughts and philosophies
- Recent changes in the LTCi industry
Permanent Life Insurance: Why Your Clients Like It
Presented by: Keith Maurer, CLU, Consultant
- The average 65 year old can expect to live to 85, with costs rising and government/ pension/profit sharing dropping
- Pre-Retirement: It's all about maximizing pension payouts
- Retirement: The focus changes from accumulating assets to spending and to preserving or replenishing assets
- Preserving/Replenishing: Combination policies with LTC mean double duty dollars for your clients
- Why Permanent insurance works: Diversity of assets and excellent guaranteed rate of return to replenish nest egg at death
Term Conversions: Hidden Value for Your Clients
Presented by: Mark Maurer, CFP®, MBA, President
- The mechanics: How does conversion work in real life?
- "Tricks of the Trade": What to look for when comparing term policies
- How insurance industry trends impact your clients (premium financing, stranger-owned life insurance, and more)
- Modified pension max: a real-life case study
Life/LTCi & Annuity/LTCi: The Hybrids Are Here!
Presented by: Jerry Skapyak, VP, Advisor Services
- PPA changed the rules January 1, 2010
- Re-balance client assets to provide LTCi without removing assets from their portfolio
- Eliminate client concerns about paying for something they may never use
- If they don’t need LTC, they still have cash value or death benefit
- Life insurance and annuities can now do double duty
- Take gains from non-qualified annuity to pay for LTC
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