by Heather Sloan | Jan 4, 2023
Client Handout: Using an HSA to Pay for Long-Term Care Your clients need a good way to pay for long-term care. One potential solution is to purchase a long-term care insurance policy and pay the premiums from funds saved in their Health Savings Account (HSA). This...
by Heather Sloan | Dec 23, 2022
Get Your Buy-Sell Agreements Guide & Client Handout Buy-sell agreements funded by disability insurance are essential succession planning tools. Download this guide to learn: How disability buy-sell agreements work Three types of agreements to consider Business...
by Heather Sloan | Nov 4, 2022
Free Case Study:How CPT Codes Can Impact Physician Disability Benefits CPT codes are not just for billing. They can also be used to determine benefits for disability insurance claims. This case study illustrates why that matters in disability insurance case design....
by Heather Sloan | Aug 30, 2022
Download The Guide to Increasing Assets Under Management Written for financial planning pros, our Assets Under Management (AUM) Guide outlines a win-win strategy for you and your clients. Learn: How to protect the one thing that makes AUM possible The 3 profound ways...
by Heather Sloan | Jun 23, 2022
No is Never the Answer DIS Says YES to High Risk & Medically Impaired Applicants This handout will help you tell previously declined clients “YES” with our simplified issue DI. Ninety-eight percent of applications are approved and issued with no exam, blood work,...
