Disability Insurance: Accountants Assisting Clients with Coverage and Claims

Drawing on over 30 years of Disability Insurance product solutions and claims, Ian Callaway’s session will enhance the Accountant’s understandings in evaluating their client’s needs and documentation throughout the Disability Insurance cycle. The presentation will be conceptual and visual rather than the traditional insurance speak and will allow some time for Q & A’s.

Integrated with case studies drawing on Ian’s pre-claim observations and claims experiences, of which 72% of those claims were from the accounting, dental, legal, medical and veterinary professions.

Ian is the most published authority focusing on “Issues” in Disability Insurance and has presented to every major North American Disability Insurance forum.

Instructor(s): Ian Callaway, MA, Med, RHU, BCFE, TRiP, CEA from The Income Protectors