BUILD your expertise

LFIS has the platforms and programs for financial advisors looking to improve themselves and their business’ capabilities to build an attractive value proposition for their clients.

Today’s independent insurance agents and financial advisors often come from career agency models that invested heavily in robust training platforms that developed the necessary skills to build a successful career in financial services. As the agent and advisor field force continues to shrink expertise continues to go away – all of this at a time when the need for quality advice rapidly increases.

We believe quality training is essential to maintaining our ability to excel in our expertise. In an effort to provide opportunities for building expertise we continually bring webinar training and live workshop events centered around topics that are relevant to your prospects and clients.

Past and future topics have included:

  • Retirement Income Planning
  • Changes in Long-Term Care
  • Regulatory Changes & Issues
  • Required Minimum Distributions
  • Product Mechanics and Analysis
  • Tax Reduction Strategies
  • Estate Planning Trends
  • Charitable Gifts
  • Corporate Owned Life Insurance
  • Executive Compensation
  • Indexed Annuity and Indexed Life Basics
  • Qualified Retirement Plan Wealth Transfer
  • Social Security Election Options
  • Medicare Options at 65