Disability Insurance by Occupation
What is the best disability insurance for financial advisors?
Financial advisors need own-occupation disability insurance. An independent agent can compare own-occupation policies for financial advisors, wealth managers, and investment professionals.
Key Points
- Own-occupation: most important feature for financial advisors
- Material duties of your specific financial advisory role
- True own-occupation: receive full benefits even if working in another capacity
- An independent agent can compare own-occupation policies for financial advisors
- Residual disability rider: important for partial disability