2801 Townsgate Rd, Suite 350, Westlake Village, CA 91361                    (800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK

Event Library

Home / Event Library
HOME   /   ABOUT US  /   MARKETS   /   TOOLS    /    BLOG    /   EVENTS   /   RESOURCES    /   CONTACT
Unlocking Opportunities with High-Earner Clients:
Excess Disability Coverage

In today’s demanding economic times, it is critical for clients to thoroughly understand the disability insurance options they are implementing to solve their business and estate planning needs. Properly insuring earned income in the event of disability is critical for the specialized, highly trained and talented executive. Excess disability coverage is an essential component of planning for the high-earner professional. You will learn how to prospect, position and implement excess disability plans for high-earners on our educational webinar.

Topics include:
  • Monthly benefits – insuring up to 70% of gross income (depending on occupation)
  • Lump Sum benefits – up to 10 times annual compensation for personal needs
  • Adequately protecting income for the highly trained, skilled and talented individuals
  • Gain insight into how to tap into this lucrative market
Milt Belfer, CLU is the founder of The MB Group and is nationally recognized for his expertise in designing innovative insurance programs.

Since beginning his career in 1978, Milt’s clients have enjoyed the benefits of his innovative, cost-effective life, disability and long term care insurance solutions and his exceptional service. Corporations and high net worth clients rely on Milt for his ability to be objective and knowledgeable in solving complex problems.  
Tuesday, May 15
11:00 AM - 11:20 AM PST
2:00 PM - 2:20 PM EST
Demographic trends suggest that the market will be seeing more sales of family-owned businesses over the next twenty years. According to research by H...
When considering your high-net-worth clientele, you’ll likely find an extensive range of financial circumstances, asset structures, strategic goals, f...
It’s a phenomenon comprising two parts: one, completely understandable; the other, frustrating to the borders of fury. You have a client who just can’...
It’s a curious thing. Holders of non-tax sheltered mutual funds, as soon as they receive a disbursement, tend to roll it over into their account. Thei...
Check Out Our Newest Published Articles:

(20-Minute Recording)