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What Amy Learned when she attended a two day conferenced sponsored by LLIS - Part 1
Episode 24315th February 2023 • Money Roots • Amy Irvine
00:00:00 00:16:16

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Thinking about adding life insurance to your financial plan? Listen to this episode of the Wine and Dime Podcast by Amy Irvine as she shares what she learned at a recent conference sponsored by LLIS. She will also share her wine pick for this month as she starts her "around the world" with her tastebuds wine tour this year. 

Prejean Winery, https://prejeanwinery.com/ - 2016 Bosun's Mate - check out the story of this wine, talk about a life event!

What is LLIS you may be asking?

As an extension of fee-only financial advisor firms, we work with advisors and their clients to find the right solutions for:​

  • Term Life Insurance
  • Permanent Life Insurance
  • Universal Life; Individual and Survivorship
  • Variable Universal Life (VUL)
  • Guaranteed Universal Life (GUL); Individual and Survivorship
  • Disability Insurance
  • Critical Care Insurance
  • Long Term Care Insurance
  • Annuities
  • Immediate
  • Fixed
  • Variable
  • Hybrid Life/LTCi
  • Hybrid Annuity/LTCi
  • Life Settlements

Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and empowerment. Join host Amy Irvine as she simplifies personal finance, making it accessible to everyone, from beginners to seasoned experts. By subscribing, you'll stay up-to-date with each episode, gaining access to practical tips, inspiring stories, and expert insights that will help you take control of your financial future. Whether you're looking to budget smarter, invest wisely, or secure your retirement, "Money Roots" has something for everyone. Subscribe now and start nurturing your financial well-being!

If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com

Or visit us at www.rootedpg.com/podcasts for full show notes and links!

This episode is brought to you by Rooted Planning Group. Rooted Planning Group is a fee-only financial planning firm that specializes in working with women in their 30s and 40s who want to take control of their finances and plan for the future. Whether you're just starting out or you're looking to make a big change, Rooted Planning Group can help.

Visit www.rootedpg.com to learn more.

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