How to Avoid Disability Insurance Planning Mistakes
Wednesday, December 14, 2022
9:30 AM – 10:30 AM PDT
Location: SCC: 602-604
CE: 1 CFP CE Credit(s)
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Level of Complexity: Intermediate
You do everything that you can to protect your client’s portfolio and achieve their investment goals. However, what are you doing to proactively protect your business, your family, your business risks, and long-term business goals? Please join the Gallagher Affinity team to discuss strategies for insurance planning including life, disability, professional liability, and cyber liability.
Learning Objectives:
Learn the strenghts and weaknesses of employer provided group long term disability insurance.
How to warn clients about the restrictions of their group disability plan.
How to use individual disability insurance to support and supplement the benefit gaps found in most eployer group disability policies.
