Details
October 8, 2019
7:45AM - 9:30AM
FPA Central Ohio presents Key Components of Disability Risk Mitigation
presented by Jonathan Dannemiller, , ChFC®, CLU®, AEP®
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
FPA Central Ohio presents Key Components of Disability Risk Mitigation
Key Components of Disability Risk Mitigation
presented by
Jonathan Dannemiller, ChFC, CLU, AEP
Key Components Of Disability Risk Mitigation Presentation
This program is designed to empower financial advisors have a conversation with clients around the risks associated with becoming disabled. Oftentimes, a client will have disability coverage through their employer, but that coverage might not be what they think it is. This program will provide explanation of coordinating group coverage with individual plans. A case study will be presented to show case how advisors can assess and mitigate disability risk for clients. Through the course of the case study features & benefits of disability insurance will be explained. Finally, the presenter will explain in broad terms the underwriting and claims processes. The entire presentation will be carrier and product agnostic.
The Learning Objective is to Identify Risk Exposure to Disability and How To Protect Against It
Tuesday, October 8, 2019, The Fawcett Center, 2400 Olentangy River Road - Clinton Room
7:40am - 7:55am - Registration, Breakfast & Networking
7:55am - 8:15am - FPA Business/featured Sponsor
Featured Platinum Partner:
8:15am - 9:15am - Program (complete attendance for CE credits is required)
9:15am - 9:30am - After-program Q &A/Networking
4th Quarter Parking Pass 2019 (be sure to click on the pass and print to bring to meeting) This pass may be used for meetings at the Fawcett Center for the 3rd Quarter, so you may print it and use it through the Mini Symposium meeting.
Members - $25,
Student Members - No charge!
Season Pass Holders - No charge! (Member's Only. If you did not purchase and pay for a 2019 Season Pass, you will be invoiced the member rate)
Non-members/Guests* - $50
Student Non-members** - $25
*First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50.
**Student Nonmembers - May attend up to 2 programs for free, after that the cost is $25. Your charge will be deleted, if you are on your 1st or 2nd visit, so please contact admin@fpacentralohio.org to complete a comp registration. Once paid, you cannot be refunded. Please bring valid student ID to meeting.
We have been granted 1 hour of CFP CE from the CFP Board and have applied for 1 hour of Ohio Insurance CE credit. Please arrive prior to 8:15am to ensure that you can sign in for CE credits - No Exceptions!
Please register by NOON on October 2, we cannot guarantee availability after that date. Cancellations accepted up until NOON on October 2 after that no refunds or credits will be given.
