Did You Know…
- February’s LLIS Insurance Marathon: A talented field. A strong finish. It doubled in size from 2009, and participants learned from experts and shared best practices during two intense days of insurance training … coaching designed to help fee-only advisors understand how to approach insurance planning with their clients and what questions to ask. Soon we’ll reveal our plans for 2011.
- LLIS is expanding our educational offerings! Beginning in April, we will host monthly webinars. These webinars will be free of charge, and most will be CE approved. Watch for an email soon or check our website for updates.
- We’re now on Facebook, LinkedIn, and Twitter. If you friend us or become our fan, we promise to provide you with important updates about the insurance industry and how we can help your clients.
- If you have a client who will be putting their insurance in a trust, be sure to have them begin formation of the trust (if it’s not already in existence) at the same time they begin the application process. It will save you and them time, energy, and, ultimately, money.
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