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      Ever Heard of the “Disability Insurance Gap”? How to Protect Your Income and Your Business from Life’s Unknowns (1 LU) in San Francisco

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      May 31, 2013

      Friday  12:00 PM - 1:00 PM

      101 Henry Adams Street
      San Francisco, California 94103

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      EVENT DETAILS
      Ever Heard of the “Disability Insurance Gap”? How to Protect Your Income and Your Business from Life’s Unknowns (1 LU)

      You already have Group Long Term Disability (GLTD) coverage, right?  But is it giving you a false sense of security? Come learn from a disability insurance specialist what your GLTD policy can—and cannot—do for you should you find yourself sidelined by illness or injury.  Topics covered include: common misconceptions about group disability coverage, how to identify your own “disability insurance gap,” strategies to close that gap and their tax implications. Special attention will be paid to Business Overhead Expense disability insurance and a turnkey disability insurance solution for your firm.


      Taught by C. Greg Crothers CFP®, CLTC

      CA insurance license #0E58730

       

      Greg Crothers is a vice-president of the San Francisco Bay Area Agency, Inc./ MassMutual Financial Group.  Based in San Francisco, he serves as Disability Master for the five-office agency, consulting on plan design and training new advisors.  He has built a successful practice focused on disability income and business overhead insurance solutions for small businesses and partnerships, including attorneys and architects. He also crafts retirement planning and other strategies for his clients. Greg is happy to be back at the AIA, where he has enjoyed offering workshops.

               Learning objectives:

      • To understand the differences between a group long-term disability insurance (DI) policy and an individual DI policy
      • To determine whether existing disability insurance coverage is adequate to protect individuals and the firms they run in times of need
      • To understand what protections are offered by Business Overhead Expense (BOE) insurance
      • To learn of a way to offer discounted disability insurance to employees at little or no cost to the business

       

      The program is offered as part of our Career Strategies Roundtable, a monthly forum for design professionals to network, strategize, and navigate this difficult economic climate in an informal and collaborative environment.

      Cost: AIA Member 0.00

      General Admission 10.00

      Categories: Conferences & Tradeshows

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.
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