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Understanding Disability: Financial and Retirement Planning Considerations - Miller and Haglund

1.5 hrs CFP®, CRC®, PACE CE

Since most employer-sponsored disability coverage only covers a portion of what a person needs if they become disabled, how can clients protect retirement security from the risk of experiencing a disability?


Overall Rating:   4.7 / 5

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Retail:  $39.00      
$39.00

You receive all available formats!                  
           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
Rick Miller, PhD, CFP®, Founder of Sensible Financial – Disability Insurance Planning Expert
Scott D. Haglund, FSA, MAAA, FLMI, Vice President & Director of Actuarial Services - Life & Health Federated Life Insurance Company        

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About this course:

The chance that you or a client might suffer a long-term disability is more common than you might think, and this risk increases with each year we age.

 

For many of us, employer-provided coverage will need to be supplemented with individual insurance. Most who suffer a disability today not only stop adding to retirement savings, they dip into their savings early as they experience increased medical and other related disability costs.

 

Retirement professionals need to know how to help clients make informed insurance decisions that will protect their retirement security from this substantial risk.

 

During this special ninety-minute program, you will learn:

  1. The length of and probability of experiencing a long-term disability by age of onset

  2.  The Understanding Disability: Financial and Retirement Planning Considerations - Miller and Haglund Implications of different definitions of disability

  3. Why and how to evaluate and supplement employer-provided group benefits

  4. What are the different individual disability riders; when to use and how to evaluate them

Your instructors for this live professional development webinar are:

Rick Miller, PhD, CFP®, Founder of Sensible Financial, Disability Insurance Planning Expert, and Scott D. Haglund, FSA, MAAA, FLMI, Vice President & Director of Actuarial Services, Life & Health Federated Life Insurance Company.

 

Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research

 

Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.

 

View a brief YouTube clip of this and other courses:
Understanding Disability: Financial and Retirement Planning Considerations - Miller and Haglund - YouTube clip
Visit Retirement Insight & Trends for articles by leading industry experts:
Understanding Disability: Financial and Retirement Planning Considerations - Miller and Haglund  - Retirement InSight and Trends article

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

Specifications: 90 minute elearning course
SKU: 03IRRCUnexpectedDisabElearn14
Knowledge Level: 3 - Intermediate

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