Resource Library

This complimentary one-hour webinar, hosted by Senior Associate Attorney Ryan McIntyre, is tailored for financial professionals seeking a clear understanding of Long Term Disability (LTD) and Individual Disability Insurance (IDI). We cover key differences, planning strategies, and how these policies can help protect the income of high-earning clients. Now available on-demand! 

This course discusses how to file a strong appeal for long-term disability benefits subject to ERISA.  This course provides valuable practice tips and covers the critical steps you must take to maximize your client's chances of success on appeal. CLE credit may be available through Lawline. 

This course, taught by Jennifer L. Hess, discusses how to understand and navigate group long term disability policies subject to ERISA. The course covers the critical terms found in every long term disability policy and provides valuable tips to avoid common pitfalls. You'll also review the basic protections and rights that ERISA provides to all long term disability claimants. CLE credit may be available through Lawline.  

This course covers a variety of topics that will help you deliver exceptional client service to disabled individuals. In particular, you’ll get tips for counseling clients with physical, mental health, or cognitive disabilities.  CLE credit may be available through Lawline. 

This course, taught by attorney Jennifer L. Hess provides an overview of long term disability insurance policies subject to the Employee Retirement Income Security Act of 1974 (“ERISA”). CLE credit may be available through Quimbee.