Income is the foundation of any financial plan. Every lifestyle choice, from vacations to second homes, depends on it. Yet, income protection is often a "missing link" in many portfolios. While many clients rely on Group LTD, those plans often leave a massive gap in their protection.
Join us as we do a deep dive through case studies on how to close the income gaps in your clients financial plans and help them better protect their legacy.
We will break down complex scenarios and the specialized products that solve them like:
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Supplemental IDI
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Guaranteed Standard Issue (GSI)
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Business Overhead Expense (BOE)
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Buy-Sell & Key-Person DI
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