Series 65: 5.2.2.4. Disability

5.2.2.4. Disability

Few things can drain a client’s portfolio faster than a long-term disability. For clients who have suffered a disability, have a family history of needing long-term care, or who work in high-risk industries, planning for disability may be as important as planning for retirement. If a disability is expected or of higher probability for a certain client, it is es