Principal Disability Insurance Changes

Jamie Announcements

Principal¬†Disability Insurance Changes Effective Immediately Principal Financial Group announced the following changes to their individual disability policy effective immediately: 1) For occupation classes 6A, 5A, 4A and 3A, clients may purchase up to $20,000/month benefit. ¬†Benefits may aggregate with another individual disability insurance for up to $35,000/month benefit. In addition, clients may purchase up to $35,000/month benefit if there is …

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Disability Insurance Discounts for Graduating Medical Residents

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Medical Resident Disability Insurance for Graduating Residents It’s that time of year when medical residents are finishing their training and graduating. With this in mind, when is the optimal time to purchase an individual disability insurance policy? A lot depends on your current and soon to be future situation. As a graduating medical resident, consider the following when it comes …

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Do Brokers Help With the Disability Insurance Claims Process?

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Yesterday I was working with a dentist who was referred to me for an individual disability insurance policy. He had previously met with another broker who told him that it would be advantageous working with him since he can help get claims paid. Is that true? The answer is categorically, NO! Brokers are there to help clients choose the most …

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Disability Insurance | When a Diagnosis Occurs

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I had a long time client contact me today with some news. His sister was just diagnosed with Parkinson’s Disease. Furthermore, his son was just diagnosed with a tremor. After further investigation, he discovered he has a high probability of getting Parkinson’s Disease in the future. This client is a surgeon who purchased their life and disability insurance over ten …

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