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NEWS & UPDATES


The Disability Timeline Most Advisors Miss: Sequencing Individual DI, BOE, and Buy-Sell for Professional Practice Owners
Most financial advisors do a solid job placing individual disability insurance for high-earning clients. Some also address life insurance-funded buy-sell agreements. Far fewer deliberately coordinate the three pieces of disability protection that actually matter when a business owner becomes disabled: personal income replacement, business overhead continuity, and eventual ownership transition. The gap is not awareness that these products exist. It is understanding how their e
Brent Lamon, RHU, CLTC
21 hours ago4 min read
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