Did you attend the 2009 or 2010 LLIS Insurance Marathon? Have you attended one of our monthly webinars?
If you answered yes to either of those questions, then you know the value of the educational opportunities LLIS offers the fee-only financial advisor community. If no, read on to find out what you get from LLIS-sponsored and produced education and what your peers say about their experiences.
Today’s financial environment has most of your clients analyzing the road ahead … whether they’re planning just a short sprint or preparing for a long run. Your clients are relying on you to help protect their futures and their loved ones. You’re reviewing portfolios and making changes for them at a pace never seen before. Life insurance and annuities are leading the race, followed closely by long term care and disability insurance, and the new hybrid products. You’ve got a lot to keep up with.
How can you stay ahead of the pack?
Program-at-a-glance
Coming soon!
A recent NAPFA member focus group revealed that participants attend conferences for:
- Continuing education (CE) credits;
- CE credits in hard-to-find subjects (insurance, specifically);
- Networking with like-minded professionals;
- A refresher on various topics; and
- To find products and services that will improve client relations
And as our financial advisor friends talk, we listen. You tell us what you want, and we provide it. The LLIS Insurance Marathon was designed with you, the fee-only financial advisor, in mind, and exists solely to provide you with the service, products, and education you need to protect your clients' wealth and security.
Attend this intense two-day marathon to:
Train with the Professionals
Learn from Mark Maurer, CFP®, MBA, Judith Maurer, CEO, Keith Maurer, CLU, consultant and industry expert, and Jerry Skapyak, LUTCF, annuity expert. Meet the LLIS team of talented, responsive specialists, including: Kathy Copack, Claudette Lansrud, Jill MacNeil, and others. You couldn’t ask for better coaches.
In these interactive two days, you will:
- Hear about how insurance products (term, long term care, disability, annuities, low load individual, survivorship, hybrid life/LTCi, and hybrid annuity/LTCi) fit into your planning practice and your clients’ personal and business goals
- Engage in real-life case study reviews
- Pick the brains of product experts
- Find out how today’s growing non-traditional families can benefit from innovative features in insurance products
- Learn the latest about industry and regulatory trends and issues
- 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.
No matter what your experience level, you'll 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. And since we know how important it is for you to be a leader in fiscal responsibility, your investment is small (just $100 per person); your reward at the finish is great. It is an investment in your successful practice and in the overall mission of a successful finish for your clients.
Network in Sprints
You’ll share best practices in the classroom, in the hallways, and at Monday’s optional off-site dinner (included in your registration). The benefits of your training and networking at the LLIS Insurance Marathon extend both to your practice and to your clients. Networking opportunities include:
- Training with coaches who are skilled in insurance-specific topics and products
- Working side-by-side with nationally recognized CFP® practitioners
- Mentoring advisors newer to the industry
- Learning about -- and from -- real people, with real emotions, real challenges, and real solutions
- Discovering what other advisors are doing to create and maintain lasting client relationships
- Interacting with peers who are as committed as you to putting client interests first
Hotel & Ground Transportation
LLIS has negotiated an even lower rate than last year: $169 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).
Things to Do in Tampa Bay
If you decide to extend your stay, here is a list of things to do while in the Tampa Bay area:
- International Plaza (adjacent to the Renaissance)
- The Florida Aquarium
- Lowry Park Zoo
- St. Pete/Clearwater Beaches
- Busch Gardens
Visit the Tampa Bay & Company website for more fun things to do while visiting Tampa Bay.
If you have questions about this Marathon or about the Renaissance Tampa Hotel International Plaza, please email Dina Vann (dinavann@llis.com) or call 877-254-4429.
Quote Request
It’s easy to begin the insurance quote request process safely and securely online.
Advisor Tools
A complete library of insightful articles and useful information is at your fingertips.
