As a Fee-Only financial advisor, you may acquire clients with insurance already in place. When that happens, you will want to have a high-level understanding of their insurance. In this session, learn how to review clients’ needs initially and periodically, and to participate effectively in discussions with insurance representatives to ensure clients are initiating and maintaining comprehensive coverage.
This webinar is sponsored by LLIS, the exclusive sponsor of NAPFA Genesis.
Mark Maurer, MBA, CFP®,
Mark Maurer, MBA, CFP®, is the president and CEO of LLIS in Tampa, Florida. As the son of insurance experts Keith and Judith Maurer, he grew up in the insurance industry and had an impressive education and mentoring combination. Maurer joined LLIS in 2003, earned his CFP® designation in 2006, and assumed the reins of LLIS ten years ago. Under his leadership and dedication, LLIS continues to expand its portfolio of solutions and services to Fee-Only financial advisors and clients. And his wife, Leah, joined the firm as well!