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CFP® CE Registered Presentation

Disability insights

Disability insurance is often overlooked or misunderstood.  For many of us our #1 asset is our ability to work and earn an income, yet too many are grossly under or uninsured.  We address common misperceptions and claim statistics surrounding disability insurance.  We dig into the details of designing a disability policy to include some of the unique riders and features used in creating a more comprehensive plan.  We discuss the weakness of many group plans and share key questions to help you discuss disability insurance with your clients.  We also review disability options for business owners, to help you protect their business and their family.

Attendees will receive a copy of our Disability Resource Kit.

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