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Life, Disability, Long Term Care & Annuities | We work exclusively with fee-only financial advisors to find the right insurance for their clients.

Licensed in all 50 states
Joined January 2010
Photo by LLIS (@teamLLIS)Photo by LLIS (@teamLLIS)Photo by LLIS (@teamLLIS)Photo by LLIS (@teamLLIS)Photo by LLIS (@teamLLIS)Photo by LLIS (@teamLLIS)Photo by LLIS (@teamLLIS)Photo by LLIS (@teamLLIS)Photo by LLIS (@teamLLIS)Photo by LLIS (@teamLLIS)
Learning Meets the Sunshine at the 2027 LLiS Insurance Academy: An Educational Retreat for fee-only advisors on lovely Florida Beaches! Join us for two days of insurance-related financial planning insights and earn up to 10 CFP CE credits! Register at: llis.com/advisors/llis-insur…
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Financial Advisors: Join us today at 4:00 pm EST for free webinar "10 Ways to use SPIA’s and DIA’s" and level up your annuity knowledge! Earn 1 CFP CE credit. Register now at register.gotowebinar.com/reg… Speaker: Adam Garbacik, CRPC Institutional Accounts Director W & S Financial
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Learning Meets the Sunshine at the 2027 LLiS Insurance Academy: An Educational Retreat for fee-only advisors on Florida Beaches! Join us for two days of insurance-related financial planning insights and earn up to 10 CFP CE credits! Register at llis.com/advisors/llis-insur…
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Fee-only advisors: Enjoy a two day educational retreat on sunny Clearwater Beach, FL in chilly January and earn up to10 CFP CE credits! Early bird rate ends soon. Learn more or register: llis.com/advisors/llis-insur…
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Financial Advisors: Ready to level-up your annuity knowledge? Sign up for our free webinar"10 Ways to use SPIA’s and DIA’s" and earn 1 CFP CE credit. Date: Tuesday, October 13, 2026 at 4pm EST. Register here: register.gotowebinar.com/reg… Speaker: Adam Garbacik, CRPC W & S Financial
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What do boardwalks, beaches, and CFP CE credits have in common? Why it's the 2027 LLiS Insurance Academy of course! Enjoy a two day educational retreat on sunny Clearwater Beach, FL in chilly January and earn up to10 CFP CE credits! Learn more/register: llis.com/advisors/llis-insur…
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Fee-only advisors! Join us for two days of insurance-related financial planning insights on sparkling, beautiful Clearwater Beach, FL and earn 10 CFP CE credits! Learn more or register: llis.com/advisors/llis-insur…
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Be sure to drop by our exhibit booth and say hi to Taylor & Jerry. They'll tell you a little bit about what LLiS offers and send you off with some fab swag!
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Hey financial conference go-ers! Join us at XYPNLIVE 2026 to stay ahead of the curve and find the right people → Jerry & Taylor will be hosting our exhibit booth. Be sure to stop by for some great vibes and good swag! lnkd.in/d4hfh5nG XYPNLIVE XYPNLIVE2026
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Fee-only advisors: Sunshine and CE credits await! Join us for two days of insurance-related financial planning insights on sparkling Clearwater Beach, FL and earn 10 CFP CE credits! Learn more or register: llis.com/advisors/llis-insur…
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We hope to see you at our exhibit booth where you'll meet Jerry and Taylor. They'll tell you a little bit about LLiS, our 2027 insurance academy, and send you off with some great swag!
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It's around the corner! Fee-only advisors: Join us in January 2027 for two days of insurance-related financial planning insights on beautiful Clearwater Beach, FL and earn 10 CFP CE credits! Learn more or register: llis.com/advisors/llis-insur…
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Fee-only financial advisors: Join us in January 2027 for two days of insurance-related financial planning insights on beautiful Clearwater Beach, FL and earn 10 CFP CE credits! Learn more or register: llis.com/advisors/llis-insur…
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Life insurance is about more than a policy. It’s about making sure the people you love have financial protection when they need it most. Because protecting the ones you love is one of the most meaningful gifts you can give. #LifeInsuranceAwarenessMonth #PlanWithPurpose
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Fee-only financial advisors: Join us in January 2027 for two days of insurance-related financial planning insights on beautiful Clearwater Beach, FL and earn 10 CFP CE credits! Learn more or register: llis.com/advisors/llis-insur…
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Fee-only financial advisors: Join us in January 2027 for two days of insurance-related financial planning insights on beautiful Clearwater Beach, FL and earn 10 CFP CE credits! Learn more or register: llis.com/advisors/llis-insur…
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