Sponsors
Advisor Services; Annuity/Hybrid Specialist, LLIS, Inc.
When fee-only advisors want an expert at retirement funding risk management solutions, Jerry is the one they turn to. That’s why LLIS brought his family and him to sunny Florida in 2008. Jerry spent a number of years climbing the ranks of two top-rated insurance companies, Zurich...
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Advisor Services: Long Term Care Specialist, LLIS
Jill’s competitive by nature, and is up for a challenge any day.As part of LLIS’s Advisor Services team, Jill is the Long Term Care Insurance point person. She handles all variable case management for our clients, including life and annuities. Finding the right products for clients...
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General Session
- CE Hours Available: 1.0 NAPFA, 1.0 Specialized Knowledge CPE, 1.0 CFP® Certification