It’s getting harder and harder to keep up. Clients are relying more on financial advisors to help protect their futures and their loved ones. They are asking you to review their portfolios and make changes at a pace never seen before.
Today’s financial environment has most people taking a look at where their money is currently … and where it should be. Life insurance and annuities are leading the race when it comes to income distribution.
Program-at-a-glance
Click here to download the LLIS Marathon program schedule »
Attend this intense two-day marathon to:
Train with the Professionals
Learn from Judith Maurer, CEO, her husband and industry expert, Keith Maurer, CLU, their son Mark Maurer, CFP®, MBA, and their team of talented, responsive specialists, including: Kathy Copack, Claudette Lansrud, Jill MacNeil, Bryan McKay, and Jerry Skapyak. You couldn’t ask for better coaches.
In these interactive two-days, you’ll:
- Hear about how term, long term care, disability, annuities, low load individual, and survivorship life products fit into your planning practice and your clients’ personal and business goals
- Participate in real-life case study reviews
- Have an opportunity to pick the brains of product experts
- Find out how today’s growing non-traditional families can benefit from innovative features in insurance products
- Earn CEs toward your CFP® and NAPFA insurance requirements
Improve Your Performance
You’re a financial planning expert. You probably don’t want to be an insurance guru. But you do need to be knowledgeable; you need a boost to get you and your clients across the finish line to protected assets. Your clients expect performance, and you want to deliver. It’s important that you know who to call for answers to tough questions.
The LLIS Insurance Marathon is designed for advisors at all experience levels. Some of the information will be basic; some more advanced. You’re sure to head home with practical training tips you can apply in your practice immediately.
Go the Distance
It seems that as planning becomes more demanding, the economy and your clients’ needs change at breakneck speed. Today’s savvy advisors will get ahead of the pack, overcome these challenges, and be better positioned to advise clients now to protect their futures.
This type of training isn’t easy. If it were, everyone would be doing it. But there’s certainly no place better for a skills workout than sunny Tampa, Florida in early February. And since we know how important it is for you to be a leader in fiscal responsibility, the fee for this Marathon is just $100 per person, and includes your training, coaching expertise, and all associated meals.
Hotel & Ground Transportation
Low Load Insurance Services has negotiated an incredible rate of $179 per night at the luxurious Renaissance Tampa Hotel International Plaza, valid for 3 days pre- and 3 days post-Marathon. The hotel offers a complimentary airport shuttle service between the hours of 5:00 am and 1:00 am, and is located just 1 mile from the airport.
To reserve your hotel room, please click here (the group code will appear automatically) or call 813-877-9200 (identify yourself as attending the LLIS Insurance Marathon). If you plan to arrive in Tampa early, be sure to book your hotel room soon. Our city’s biggest event takes place the weekend prior to the LLIS Insurance Marathon. (See below for information about Gasparilla.)
Things to Do in Tampa Bay
If you decide to extend your stay, the negotiated rate for the LLIS Insurance Marathon is valid for 3 days prior to and 3 days post meeting. Here is a list of things to do while in the Tampa Bay area:
International Plaza: Located adjacent to the Renaissance
The Florida Aquarium
Lowry Park Zoo
St. Pete/Clearwater Beaches
Busch Gardens
Gasparilla Pirate Fest: A tamer, daytime version of Mardis Gras in New Orleans, with a pirate theme, January 30
Visit the Tampa Bay & Company website for more fun things to do while visiting Tampa Bay.
If you have questions about this event or about the Renaissance Tampa Hotel International Plaza, please email Dina Vann (dinavann@llis.com) or Sam Kohler (samkohler@llis.com) or call 877-254-4429.
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