2801 Townsgate Rd, Suite 350, Westlake Village, CA 91361                    (800) 350-2019
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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
Summit in Sight – House Finally Passes the ‘Build Back Better’ Act
If you’re looking for insight into America’s legislative process, consider the wisdom of the Three Rules of Mountaineering. “It’s always further than ...
Farewell to a Friend, Act 2 – House Votes to Eliminate ‘Backdoor’ Roth IRAs
I wrote a few weeks ago that Congress was preparing to limit the use of Roth IRA accounts, particularly for wealthier taxpayers. I wasn’t entirely sur...
Washington State Addresses the LT Healthcare Crisis – With Interesting Results
There was a time, before last year’s election campaign, when we could discuss issues unpolitical in nature, though only a little less disagreeable. Ma...
Stop the Presses, Again – New ‘Build Back Better’ Draft Reincludes IRA Constraints for Wealthy
Stop the Presses, Again – New ‘Build Back Better’ Draft Reincludes IRA Constraints for Wealthy We work hard to keep our clients up to date on the late...
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(20-Minute Recording)