Fed Chat

EP 2 | Mark Maurer, CFP® President and CEO of LLIS

July 01, 2022 Financial Planning 4 Feds Season 1 Episode 2
Fed Chat
EP 2 | Mark Maurer, CFP® President and CEO of LLIS
Show Notes

 

Welcome to Fed Chat!!

Mark is the President and CEO of LLIS. LLIS is an insurance company that provides insurance solutions to fee-only financial advisors and their clients.

During our conversation Mark explains how their unique approach to serving fee-only advisors is not only saving people money, but changing how people buy insurance as the industry tries to move away from commissionable products.

Finally, we look at how the salaried team at LLIS is helping federal employees maximize their benefits before recommending products that may cost them more money.

Mark Mauer Bio

Have you sat in on one of Mark's webinars, conference lunch & learns, or LLIS Insurance Academy presentations? Chances are, you came back and saw him do it again.

Mark assumed the reigns of LLIS in 2012 after nine years learning the family business. He's built upon the foundation Judith established by adding more talented staff members and new technology. So that in addition to our proprietary client/advisor database and AIM messages that keep both client and advisor informed throughout the application process, we now offer APE emails (Advance Premium Email, alerting clients to upcoming premiums due), NOTE emails (Notification of Term Expiration, advising clients of term insurance conversion privileges coming soon), and a streamlined quote-to-application process on our new website, saving clients time and further protecting their confidential information.

His other family business involves his wife Leah, who joined TeamLLIS a few years ago; his two teenagers, Jay, who's into soccer and any book on sports; and Marie, who loves ballet with our own "Miss Ashley" and art.

What most people don't see him do is work out. Mark's at the YMCA at the crack of dawn before the sun is even up, when most normal people are still sleeping!

Words to Live By: What ever you do, do it well. Do it so well that when people see you do it they will want to come back and see you do it again.”- Walt Disney

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