Self-Study Continuing Education Courses
for Financial Professionals

Disability Insurance ON SALE View Table of Contents [ Print This Page ] Credits: CFP®: 4 Licenses: CFP PACE Another title in our Advisor's Short Course® series. This course was updated on 2/5/2008. (Scroll down to order.) What's Covered This course consists of seven lessons covering the principal disability products: disability income, income replacement, business overhead expense, and disability buyout. The text focuses primarily on disability income insurance although business-related disability products, such as disability buyout and business overhead expense policies, are also examined. Advisors are introduced to the various definitions of disability—own occupation, any occupation, etc.—that are used by insurers, as well as the important differences between the principal renewability provisions. Disability rider benefits are considered, including those benefits provided by the Social Insurance Benefits rider, the Purchase Option rider, and the Return of Premium rider. Financial and medical disability insurance underwriting is discussed, and the use of occupational classification is explained. The important sources of disability income benefits are considered, including those provided by federal and state government programs, employer-related plans, and individually purchased policies. The tax treatment of disability premiums and benefits is explained. Beacon Hill e-Exam This course comes with our e-Exam electronic exam answer sheet. You complete your exam on your computer using an electronic PDF form and, with the click of a button, Email it in for grading and, in under thirty minutes, you will receive an Emailed response with your certificate attached. The e-Exam electronic PDF form is included with the course file  on the downloadable PDF version of the course. You don't need to log-on to our Website – the form is attached directly to the course. ( If you prefer, you can print a blank answer sheet, complete it by hand, and fax it in.) Author Paul Winn, CLU, ChFC What's Included Text (73 pages), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board. Additional CE credit Information CFP® and PACE credit available in all states. Field(s) of Study: Insurance Planning (NAPFA members: Go to the Resources page for a printable chart listing courses by NAPFA subject-area and recommended credit allocation). Program delivery method: Self-study–print or download. How to Order Order online or by phone (800-588-7039) To order online: 1. (Optional) LOG-IN or OPEN AN ACCOUNT 2. ENTER QUANTITY BELOW 3. SELECT PURCHASE OPTION (Print or PDF/Download) 4. CLICK "ADD TO CART" Discounts and shipping/handling, if applicable, are added during checkout, before payment. Don't forget: Get 18% off when you order 3 or more courses! Print Price:  $59.00 Download Price:  $49.00 Quantity  Purchase Option:  Print Version Download Version