Background

FOR FINANCIAL PLANNERS

Is protecting income part of your clients’ financial plan?

At Income Protection Resource Group (IPRG), we understand the concept of income protection as part of the financial planning process. Our team of will help model your client’s coverage to best fit the client’s needs, as well as your financial plan. Our team will also assist you in creating a case design which may actually work more efficiently than the typically disability model.

Some of the unique features we use to assist in case design include: 
  • Using multiple elimination or benefit periods to meet the required cash flow plan if disabled, while taking into account the cash available for premium payments.
  • Using the correct benefit period for a client’s needs. i.e. if a client is 54 and is schedule to retire at 62, using a 5 or 10 year benefit period may better solve design needs.
  • Work with plan designated premium amounts to provide the most complete coverage available
At IPRG, our goal is to find the right solution to help you solve your client’s cash flow needs in the event of illness or injury.

For more information or to request help with a specific case please contact 877-248-1107 or email at info@incomeprotectionrg.com.

CLICK HERE TO DOWNLOAD
IPRG CASE DESIGN WHITE PAPER SAMPLE #1


CLICK HERE TO DOWNLOAD
IPRG CASE DESIGN WHITE PAPER
SAMPLE #2

Are you or your clients traveling abroad?

Apply for International Health here in one easy step!

Offered by Lloyds of London through Petersen
International Underwriters. (Not currently available in Colorado)

Travel Insurance
 
 
 

IPRG BLOG

Why You Need to Get Your Clients Disability Insurance
Friday, July 20, 2018


Everything You Need To Know About Short-Term Disability Insurance
Friday, June 22, 2018
 

Income Protection
Resource Group

TOLL FREE: 877-248-1107  |  MESSAGE US

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Ohio Office

8040 Hosbrook Road, Suite #300
Cincinnati, OH 45236

Colorado Office

7900 East Berry Place, Suite #200
Greenwood Village, CO 80111

Our Practice Areas

  • Advanced Sales Support
  • Proposals within 24 hours
  • Case Design
  • Competitive Analysis
  • Point of Sale Assistance
  • Case Work and Underwriting Assistance

COPYRIGHT © 2018. INCOME PROTECTION RESOURCE GROUP. ALL RIGHTS RESERVED.

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