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DI Insurance - How to Protect Your Clients' Businesses

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Independence Planning Group

1767 Sentry Parkway West

#200

Blue Bell, PA 19422

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* Earn ONE FREE hour of CE, CFP and CPE Credits (PA, NJ, DE)

  • 8:00 am - Refreshments - 9:30 am - 10:30 am Presentation
  • Course will cover:
  1. Why the business is disabled if the owner is disabled
  2. Coverage for ongoing overhead expenses
  3. Protecting business obligations
  4. Funding the disability provision of the firm’s buy-sell agreement
  5. Policy design of business disability insurance products
  6. Tax treatment of premiums and benefits of these products

Presented By: Tom Wong

As a Regional Sales Manager with Guardian Disability Insurance for 20 years, Tom is recognized as a trusted resource in helping financial services professionals in the Northeast Region offer individual disability insurance to their clients. His goal is to help financial professionals do the right thing by showcasing disability insurance as an important part of their clients' financial plan. Tom guides financial professionals through the entire process that starts with prospecting for the right candidates and educating them on appropriate product. His experience working with a wide variety of financial professionals results in offering choices and options that are focused on your clients' needs.

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Location

Independence Planning Group

1767 Sentry Parkway West

#200

Blue Bell, PA 19422

View Map

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