Mon, 17 October 2016
This episode is packed with useful information for benefit advisors: Patrick clarifies some of the DI terminology that can often be confusing. He goes into detail about the taxation of DI benefits so advisors can better serve their clients while saving them money. He also tackles the classic chicken or the egg question regarding whether Group or Individual coverage is the best first option.
You can find show notes and more information by clicking here: http://bit.ly/2e9m46K