2020 NAPFA Fall Conference Speaker
Mark Maurer
As the son of insurance experts, Keith and Judith Maurer, Mark grew up in the insurance industry and had an impressive education and mentoring combination. Mark joined LLIS in 2003, earned his CFP® designation in 2006, and assumed the reigns in 2012. Under his leadership and dedication, LLIS expands its portfolio of solutions and services to fee-only financial advisors and clients.
Mark's dedication, along with his unique industry perspective, education, and experience, allow him to build upon the LLIS traditions of cutting-edge information and customer service that fee-only financial advisors and their clients have relied upon since 1992. The introduction of ALLIS, a robust advisor and client relationship management system, continued LLIS's high touch, high tech approach in finding the right insurance solution based on the client's needs and their financial advisor's recommendations. Since launching a technologic workflow to LLIS, the team of 20+ members has been able to work seamlessly during the COVID-19 pandemic in helping fee-only advisors and their clients reach their insurance needs.
Mark's dedication, along with his unique industry perspective, education, and experience, allow him to build upon the LLIS traditions of cutting-edge information and customer service that fee-only financial advisors and their clients have relied upon since 1992. The introduction of ALLIS, a robust advisor and client relationship management system, continued LLIS's high touch, high tech approach in finding the right insurance solution based on the client's needs and their financial advisor's recommendations. Since launching a technologic workflow to LLIS, the team of 20+ members has been able to work seamlessly during the COVID-19 pandemic in helping fee-only advisors and their clients reach their insurance needs.
