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Every business owner—and his family—need to be protected in case of disability. And when he has partners, they need a written agreement, usually funded with insurance.
As corporate America puts the squeeze on employee benefits, more and more executives may be looking to supplement their disability coverage. Here are some strategies for making supplemental disability insurance a soft sell to your prospects.
If your client suffers a disabling injury, the last thing he's going to want to do is negotiate the complex process of applying for Social Security benefits. Step in now to educate clients on how disability works under the federal government—who qualifies for benefits, how, and for how long.
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The AI-Powered Financial Advisor
Begins July 9, 2026
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
September 15–18, 2026