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Lifecycle Financial Planning - Disability Insurance

Available Until

Self-study

1.00 Credits

Member Price $49.00

Non-Member Price $79.00

Overview

While many people have life insurance, far fewer have disability insurance coverage. Often times the decision to bypass disability insurance is due to the often-higher cost or the misperception that employer or social security coverage is all one needs. The problem is that for any given year up to retirement, there is a higher probability of a worker becoming disabled as opposed to dying! For this reason, it is important for practitioners to talk to their clients about disability insurance - what it does and how much coverage is appropriate. In this course, we will explore both of these issues, so that you can feel confident talking to your clients about their needs in this often-ignored area of the financial plan.

Highlights

  • Disability vs Health Insurance
  • Calculating disability insurance needs
  • Taxation of disability insurance benefits
  • Company disability insurance policies
  • Disability insurance types
  • Supplemental policies
  • Social Security disability insurance
  • Applying for Social Security Disability

Prerequisites

None

Designed For

CPAs and financial advisors who advise on insurance-related matters for clients.

Objectives

  • State which types of disability benefits are taxable and how this affects the insurance need.
  • Identify common types of disability benefits.
  • Recognize the qualifications for Social Security Disability benefits.

Preparation

None

Notice

This is a self-study/on demand course offered by a 3rd party vendor. Course access information will be emailed directly to you by Peters Professional Education (PPE). The course expires one year from the purchase date.

Leader(s):

Leader Bios

David Peters, Peters Professional Education LLC

DAVID R. PETERS, CPA, CFP, MST, CPCU, CLU

David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for Peters Financial, LLC. David has over twenty years of experience in financial services, including 3 years in the hedge fund industry and 14 years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
In addition to running his own professional education website, David is a National Instructor for the AICPA, Surgent, Kaplan, and Don Farmer Tax Seminars. He was a recipient of Surgent's Outstanding Discussion Leader award in 2019 and 2022, as well as the AICPA's Outstanding Facilitator Award in 2021 and 2023. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. David was also a co-author of the 2018, 2019, and 2020 Virginia CPA Ethics courses - a required course for all CPA's licensed in the Commonwealth of Virginia.

  • Website:  www.petersprofessionaleducation.com
  • YouTube: www.youtube.com/@DavidPetersFinancial
  • LinkedIn Company: https://www.linkedin.com/company/95657499/admin/analytics/updates/
  • LinkedIn Personal: https://www.linkedin.com/in/david-peters-financial/
  • Facebook: https://www.facebook.com/davidpetersfinancial
  • Twitter/X: https://x.com/DavidPFinancial
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Non-Member Price $79.00

Member Price $49.00

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