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Free cpe webinars
Disability Insurance Basics

DISABILITY INSURANCE BASICS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 4, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Disability insurance for individuals and business executives can be complicated and hard to understand. This webinar will review policy design basics, LTD overview, and best practice solutions for highly compensated executives.

This webinar will include a case study and will address funding a buy-sell agreement with disability insurance. This buy-sell agreement is often overlooked as life insurance typically gets all the attention.

Learning Objectives:


  • Identify the difference between individual coverage and LTD and how to coordinate both for clients

  • Demonstrate a case study on a highly compensated executive

  • Identify buy-sell disability concepts and policy design

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Chris Means, CLU, is Principal of Pinnacle Planning, LLC. He specializes in insurance and estate planning, focusing on life, disability, and Long Term Care (LTC) insurance. Chris works with individuals and small business owners to analyze their protection needs and prepare strategies to meet their objectives today and in the future. Chris works extensively with professional athletes, coaches, and sports executives. In addition, he also serves as an insurance resource for advisors and their clients.

Chris graduated from Georgia State University with a Bachelor of Arts & Sciences in 1987 and began his insurance career in 1989. Chris furthered his professional knowledge by earning his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. Chris is licensed with multiple insurance carriers for optimum client benefit. In addition, Chris is a participating member of the National Association of Insurance and Financial Professionals (NAIFA). Chris has consistently proven himself to be dedicated and passionate in helping clients with protection planning.

He has been the recipient of numerous industry awards, including the Mattingly Award, Disability Insurance Inner Circle, Guardian's Leaders Club, and Million Dollar Round Table (Top of the Table). He frequently speaks at industry meetings and on financial radio shows on the topics of protection planning.

Chris lives in Atlanta, GA, with his wife, Ella, and two sons, Hatch and Bailey. Chris enjoys golf and has volunteered as a youth football, basketball, and baseball coach. He has been active in his community with charities and school boards.

About Our Presenter

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Pinnacle Planning is a Life, Disability & Long Term Care (LTC) Insurance Specialist organization based in Atlanta.