Wednesday, October 2, 2013

Dealing a Winning Hand - How to Advise Your Client

 
Suffering a disability is like being dealt a bad hand of cards.  A person can never predict the situation until it happens.
Paycheck protection against disability is like being able to choose the hand of cards you want.  The choice will win the game.
Many consumers will naturally choose based on lowest price alone.  This can create many pitfalls in the event of a disability.

1). Will the benefit be enough to pay the bills?

2). Will the definition force the client to work in a different job while disabled?

3). Will the attractively low premium increase to something unmanageable over time?
Other consumers may be so concerned with having the benefit start as early as possible, that they may inadvertently buy a product that will not meet needs during a disability.  That short elimination period may require a very brief benefit period, or reduced benefit amount to be affordable.

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At Disability Insurance Services we will strategize income protection solutions not just on occupational information, but for your client’s personal situation!  Needs can vary between two attorneys the same age based on private employment, self-employment, or public employment.  Our solutions will:
 

1). Balance the elimination period to create an affordable and useful benefit period.

2). Affordably price a monthly benefit with features that your client truly needs.

3). Avoid expensive features that may not benefit your client due to age.

4). Get the right definition to the right client to maximize protection without inflating premiums.

 

 

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