How a Divorce Can Impact Disability Risk

2.36 (11 votes)

Recorded On: 06/16/2020

This webinar is designed to empower financial advisors to 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 webinar will assist advisors with understanding how to coordinate group coverages and individual plans. In addition, the webinar will also cover how a divorce can impact that risk. A case study will be presented to show 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

Jon Dannemiller

AEP, CLU, ChFC

For over 20 years, Jon Dannemiller has been working with financial planners and their clients. Using a
goal-based, consultative approach, he assists in implementing risk management strategies. In 2020 he
brought his extensive experience working with high- and ultra-high-net-worth clients to Collaborative
Planning Group.
After graduating from the University of Notre Dame, Jon went on to earn his MBA from the University of
Cincinnati Carl H. Lindner College of Business. Since then he has amassed expertise in many fields,
including estate planning, business succession, retirement planning, and long-term care planning. He
holds the Accredited Estate Planner designation from the National Association of Estate Planners and
Councils, as well as Chartered Life Underwriter and Chartered Financial Consultant designations from
the American College of Financial Services.
At home in the Cincinnati area, Jon spends his time outside of work with his three active children, as
well as serving on the Batavia Township Zoning Board, and as Vice President for the Cincinnati Estate
Planning Council.

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On-Demand Recording: How a Divorce Can Impact Disability Risk
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On-Demand Quiz
10 Questions  |  2 attempts  |  7/10 points to pass
10 Questions  |  2 attempts  |  7/10 points to pass
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CFP CE Credit
1 Question
1 Question To receive CFP CE Credit, please provide your CFP number or the last four digits of your Social Security Number. You must attend the live webinar for a minimum of 50 minutes to qualify for CFP CE Credit.
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CDFA CE Credit and CE Certificate
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available Please ensure that you download and save your CE Certificate following the live session.
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CFP CE Credit
1 Question
1 Question To receive CFP CE Credit, please provide your CFP number or the last four digits of your Social Security Number. You must attend the live webinar for a minimum of 50 minutes to qualify for CFP CE Credit.
You must register to access.