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The Advisor’s Guide to Disability Insurance: Expanding Awareness

M Financial | 17 May 2017 | Solutions
Advocacy, Collaboration, Corporate Benefits, Disability, Executive Benefits, Life Insurance, Long-Term Care, Protection, Ultra-Affluent Life Insurance

The Advisor’s Guide to Disability Insurance (AGDI) is a comprehensive and educational resource for professional advisors, including ABA members, who are involved in the evaluation, purchase, and management of Disability Insurance (DI) policies on behalf of clients.

Published with the American Bar Association (ABA) Section of Real Property, Trust and Estate Law, the AGDI highlights the diversity of our business, our commitment to client advocacy, and our continued interest in working closely with professional advisors (including attorneys, CPAs, and Family Offices) to deliver value to clients.

Watch the video to learn more about the importance of income protection planning from authors Tami Barraclough and Erik Reynolds.

Order the AGDI | To learn more, connect with an M Member Firm.




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