LAEB Broker Resources

SLPC 28028 12/16 (exp. 12/18)


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Consultative selling tools

Tax Advantaged Disability Selling Kit - One of the most common questions from employers and their employees is whether their disability plan benefits are taxable when received. Taxability of some or all benefits depends on whether the plan is designated as a 2004-55 arrangement. We have created the following tools to help you answer your clients questions to achieve the tax results they desire.

Total Income Protection Kit - Because employers have multiple options for covering employees pay when they are unable to work - paid time off - short-term disability and long-term disability - this useful tool helps them determine if they're maximizing their benefits and preventing unintended consequences at claim time. Policies they have in place could overlap, costing them more than necessary, or they could leave gaps resulting in employees not being covered for a period of time.

Business Entities - Explains the importance of knowing the business entity when writing a disability contract