LLIS




LLIS
2907 W. Bay to Bay Blvd.
Suite 102
Tampa, FL 33629
877.254.4429

At LLIS, we strive to provide what some call ‘impossible service standards.’ From the helpful person manning our phones to the members of our New Business Team who leave no stone unturned, our goal is to find the right insurance solutions for every client. Our Advisor Services Team keeps up-to-date with the latest policy designs, underwriting niches, and emerging trends in wealth protection, giving us the ability to better identify the right product mix with the necessary safeguards for your clients. And we’re always looking for ways to streamline the process. With this level of dedication, nothing is impossible.

LLIS is not made up of money managers, accountants or financial advisors, nor do we solicit business from the general public. Rather, we are experts in finding the right insurance based upon a client’s needs and their fee-only financial advisor’s recommendations. There are more than three centuries of cumulative experience on staff and ready to serve our clients nationwide.

  • That is part of what sets LLIS apart. Here’s more about the service and dedication you deserve and will get only from LLIS: Sponsorship of professional planning organizations
  • Product specialists for Life, Annuities, LTCi, Hybrids, and Disability
  • Pre-Underwriting (to avoid surprises for your clients)
  • Fee-only advisors are our only clients
  • AIM System (auto-generated periodic updates for you and your clients)
  • Large universe of reputable companies available
  • Low-load products (when available)
  • Salaried staff
  • Free policy reviews
  • In-force policyholder services
  • Free and low-cost education
  • Advisor Tools @ LLIS.com with helpful information for advisors, and Client Tools for clients
  • Savings: Time for you. Money for your clients.

The LLIS Insurance Academy is an annual seminar, focused on what comprehensive fee-only financial advisors need to know about insurance. It is two days of intense insurance training for advisors at all stages of their careers. You are invited to join us for the Insurance Academy, for the insurance education you need … from insurance experts you trust.