Disability Insurance CE

This course has been approved for 1-2 Hrs KS/MO, Life-Health CE

Individual DI - Federal Tax Considerations:“Although not as complicated as a Qualified Retirement Plan- the advisor should have a clear understanding of his/her limits and clearly understand the various ways they can design a DI solution with Tax Code in mind.”  1 Hour

Underwriting Individual: “Focus is placed on managing expectations and how to successfully underwrite your next DI case – shows you ways to make the process easy and less time consuming!”   1 Hour

“

Presented by Rick Cordaro
DI Regional VP for the Principal Financial Group