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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)
LLIS retweeted
Fee-only advisors: Earn 10 CFP credits at the LLIS Insurance Academy on beautiful Clearwater Beach, FL in January 2027! Learn more or register: llis.com/advisors/llis-insur… Click image below to view in large text.
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LLIS retweeted
CFPs! Join us for our free webinar "Being Famous Doesn't Insulate You from Becoming Disabled". Earn 1 CFP CE credit! You'll learn how to protect any client’s income. Date: May 12, 2026, 4:00 pm ET Register here: register.gotowebinar.com/reg… Speaker: Kathy Bilodeau, DIF
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LLIS retweeted
This Thursday @MichaelKitces will host an "Ask Me Anything" on all things financial planning. Post your questions before the session in the NAPFA Genesis community in Engage or ask them live. Sponsored by @teamLLIS. Register: ow.ly/l7Kn30smMck
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Replying to @1GenWealth
Have you talked to @teamLLIS?
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Join us Wednesday, July 21, for our Almost-Annual "Ask Me Anything" with @MichaelKitces! This webinar is free to Genesis members, courtesy of @teamLLIS. Check the Genesis Digest from 7/1/21 for the promo code. Register here: members.napfa.org/Events/Cal…
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LLIS retweeted
Want to earn 35+ NAPFA CEs & 25+ #CFP CEs at *ONE* event? Participate in NAPFA's Spring Virtual Conference May 5-7. Hear from speakers including @CPAPlanner, @theslottreport, @ApplebyIRA, @MarkTibergien, @finance_therapy. Register here: ow.ly/5Ex130rGc6M #NAPFA21 #CFP
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This week we're joined by #LifeInsurance genius, Mark Maurer of @teamLLIS , to talk about Bret Michaels, Simon & Garfunkel, and #GameOfThrones... oh and how you can best protect your family should something unexpected happen to you. Listen along through the link in our bio!
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Genesis members, remember that many @NAPFA webinars are free to you, courtesy of @teamLLIS! Use the special registration link in the Announcement or Library of the NAPFA Genesis Community in Engage to sign up for free! community.napfa.org/home
Be sure to sign up for our March webinar on the 20th at 3:00 PM ET titled Annuities: What to Leave In, What to Leave Out presented by Jerry Skapyak of @teamLLIS! This program is free to Genesis members, courtesy of LLIS! ift.tt/2C5jgpU
Hey Genesis members, join @sefletcher as he hosts @AdvicePeriod's Larry Miles, a 2017 @newsfromIN 40 Under 40 advisor, on December 19 for a webinar titled, "Building the Wealth Management Firm of the Future". This webinar is FREE to Genesis members, courtesy of @teamLLIS!
LLIS retweeted
#NAPFAWebinar on 11/14 3-4pm EST "Disability #Insurance: Ensuring Your Paycheck Is Protected" w/ Brian Ciccarelli of @teamLLIS. $39/members. Register here: ow.ly/Kvjm30miBlm
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Don't forget about the Genesis Community Meeting Lunch at 12:10 in Independence CD and our Genesis Social tonight at 7:30 at the Asian Arts Initiative thanks to @teamLLIS. #NAPFA18 @NAPFA
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IT'S HERE! #XYPNLIVE is officially underway! Many thank to all of our sponsors for helping us make this event happen! And a supersized shout-out to XYPN LIVE 2018 national sponsors @TDAmeritrade and @teamLLIS for your support.
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It was an amazing evening, surrounded by the most caring and supporting women financial planners I am honored to call friends. . I truly believe that together as a Kolective group we are… instagram.com/p/BmED5x1HXlP/…
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Kolective stands for group effort. Of course none of what we do already & plan to create in the future is possible without support of amazing people and companies, Mark Mauer, Mike Conrath, Carl Oguamanam @mortgagetwins and @teamLLIS @GarrettPlanning Thank you 4 your support
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LLIS retweeted
#NAPFAWebinar 8/15 at 3pm ET: "Take a Vacation from Worry with These Life #Insurance Solutions" presented by Brian Ciccarelli of @teamLLIS. Members: $39 / Non-Member: $59.00. Register: ow.ly/wvNa30l15oW
Looking for a #lifeinsurance quote? Mark Maurer of @teamLLIS is here to help you and I trust my clients to him. Request a quote: bit.ly/2AZqPLF
LLIS retweeted
Would your favorite theme park characters benefit from #insurance? YES! @teamLLIS tells us why at #NAPFA17
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Sussanna's favorite prize from #XYPN2017 Thanks @teamLLIS
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Best giveaway at #XYPN17: My children selected @Tolerisk as the champ. @XYPlanning and @teamLLIS are the runners up. Well done! 😉
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