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April 28, 2017

The most common type of disability, musculoskeletal and connective tissue disorders, are often limited to two years of benefit payments in employer long-term disability policies.

Mental disorders, the fifth most common type of disability, are also limited to two years o...

April 28, 2017

Being consistent is crucial to financial planning. Whether clients need to be transferred to new advisors, or referrals expect a certain experience, having uniform processes in place ensure expectations are met.

Inspired by the fiduciary standards and human psychology,...

April 27, 2017

You hear the statistics all the time. One in four people will become disabled before they retire. You’ve heard the stories. You know that people become disabled. But what does all of that really mean? Why do these statistics matter to you or your clients?

Let’s put info...

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BEYOND QUOTING

This blog is dedicated to exploring health-related insurances and how they relate to the financial plan. Our topics go further than surface level because these insurances are complicated but very important.