Last month I attended the National Association of Personal Financial Advisors (“NAPFA”) Spring Conference in San Diego, CA. NAPFA is the largest financial planning trade organization for fee-only financial advisors. (Sadly, the attendees, some visiting San Diego for the first time, were treated to a uniquely southern Californian phenomenon called “May Gray” for the duration [Learn more…]
Insurance & Risk Management
Five Common Misconceptions About Disability Insurance
Over the past two years, I’ve been working with a team from the Society of Actuaries to assemble perspectives on disability for financial planners. We produced an extensive presentation for planners. I’ve delivered it several times – at NAPFA, FPA and other professional meetings, and in webinar form. I’ve spoken about the subject on the [Learn more…]
Disability is a life-long threat to your financial well-being
In early May, I made a presentation to the NAPFA National Conference on the importance of disability in financial planning. I was privileged to work with the Society of Actuaries to develop the material, and Edd Bailey (Vice President and Chief Actuary, Assurant Employee Benefits) joined me in making the presentation. Edd is a Group [Learn more…]
