This course will explore the numerous aspects of income protection solutions. Specifically, it addresses the role of individual disability income (DI) products in meeting the financial security and asset protection needs of clients.
BENEFITS
Earn 3 CPE credits Consulting Services.
HIGHLIGHTS
Disability Insurance
In this session, learn about:
- Why income protection (disability insurance) is important to an individual
- Alternatives to earned income
- Types of products available
- Optional product features available
- Designing the right mix of product features and coverage for clients
- How to protect retirement contributions
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
$10 late fee applied after 10/09. Season Pass holders must register for each event.
Course Materials
For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.