This Genesis webinar is sponsored by LLIS, the exclusive sponsor of NAPFA Genesis.
Utilizing life insurance can assist clients in granting their legacy to cherished individuals or supporting charitable endeavors. In this session, acquire insights into effective strategies for optimizing assets when clients intend to establish a legacy using life insurance.
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!