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Wednesday, October 11, 2017 LiveMonmouth/Ocean Chapter

Disability Insurance (E1710879)

8:30 AM - 11:30 AM EDT

Registration: 8:00 AM EDT

Jumping Brook Country Club

210 Jumping Brook Road
Neptune , NJ 07753

3 CPE Credits in CS

OVERVIEW

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
 

SPONSORED BY





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.

INSTRUCTORS

Ian Kansky

Ian Kansky

Financial Advisor, CExP™

Strategies for Wealth

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Michael Ringel

Michael C. Ringel, CPA

Financial Advisor

Strategies for Wealth

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PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form