It’s important for your clients to save for their retirement. Whether they want to work to a certain age, or working toward financial freedom to do what they want, when they want. They have a retirement vision, and you help them set goals and figure out the strategy to get there.
But what if suddenly your client could no longer contribute to their retirement savings because of an illness or injury?
DI Retirement Security helps clients continue saving for retirement in the event of the unexpected. In a nutshell, DI Retirement Security is an individual Disability Income (DI) insurance policy that directs monthly benefit payments to an irrevocable trust upon a disability. Those benefits are then invested based on your client’s risk tolerance.
Are you protecting your client’s ability to contribute to their retirement?
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