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Policy Matters



  • Clients working part-time (20+ hours/week) are eligible for individual disability insurance coverage.
  • Our monthly webinar series continue. May continues our focus on Disability Insurance Awareness Month with Disability Insurance Awareness Month: Time to Ensure Your Clients’ Paychecks are Protected. Sign up here
  • $1,300/month is the average SSDI monthly benefit. Can you and your clients and families live on that?
  • 68% of adult Americans have zero in savings earmarked for emergencies
  • 90% of wage earners chose “valuable” or “very valuable” when asked to rate their “ability to earn an income;” more valuable than retirement savings, medical insurance, personal possessions, and other forms of savings or homes.
  • Medical problems contributed to 62% of all 2007 US personal bankruptcies and half of all home foreclosure filings in 2006
  • There’s coverage called Critical Care Insurance that can protect clients without incomes or clients maxed out on DI
  • We have a number of disability insurance tools available to you and your clients
  • Our ever-improving website will soon offer you the ability to log in and review your clients’ insurance coverages. Maybe even by the end of 2016.
  • We’ll be presenting/exhibiting/sponsoring:
    • NAPFA Spring Conference: Genesis members and eligible members, please join us for the Genesis Social Wednesday 5/18 at 7:30 at the Overlook on 4th floor.
    • Garrett Retreat: July 21-24
    • Genesis webinar: August (date TBD)
    • XYPN Conference in San Diego: September 18-21
    • NAPFA Fall Conference: October 12-15 (with another Genesis social!)
    • Alliance of Comprehensive Planners Conference: November 2-5


Term Life Insurance | Low-Load Universal Life (Individual & Survivorship) | No Lapse Guaranteed Univeral Life (Individual & Survivorship) | Long Term Care Insurance | Disability Insurance | Critical Care Insurance | Low-Load Variable Annuity | Immediate and Fixed Annuities | Low-Load Variable Universal Life | Hybrid Life/LTCi | Hybrid Annuity/LTCi

(We recommend low-load permanent life insurance and annuities when possible)

(Not all policy types available in all states)

For a list of current providers, visit the Advisor Tools section of our website and click on "Insurance Companies We Work With".

NAPFA ACP Garrett Planning Network NAPFA XYPN