Protect your client's ability to save for retirement with a disability retirement protection plan
-
In addition to traditional coverage, you can now get up to another $3,800 of monthly benefit for your clients.
-
The idea is to protect savings for retirement - which will be the first to go in the event of a disability
An example: |
||
![]() |
|
|
For only $94 a month, he can purchase $3,800 of additional monthly benefit with a 3% compound cola that would go into a trust fund while on claim or until he reaches retirement age!
The total potential claim, not including the cost of living increases, is $1,208,400. Policies up to $3k can be issued on a simplified issue - meaning no blood, no urine, no APS, and no financials (but he has to be healthy and have the income stated). If the policy is employer paid, benefit amounts up to $4,900 are available.


