The Use of Disability Solutions for Professionals and Their Clients


The Use of Disability Solutions for Professionals and Their Clients

Recorded On 11/20/2020


Learn how to protect yourself and your clients from income and financial loss due to unexpected events and avoid the problems associated with emotional decision making, and hoping for the best when possible accident or illness affects the ability to earn income and meet your financial obligations.

Topics include:

  • The importance of disability insurance
  • Disability policies
  • Business loss protection
  • Risk of disability
  • Importance to small business owners
  • Policy terms



Faculty: John R. Gerard, LUTCF, CLTC, VP of Disability and Long Term Care Northeast Financial Network Moderator: Bari Chase, Esq., Director, NYCLA CLE Institute and Programs


2 NY CLE Credits; 2 Skills


All Programs include 1 Affirmation and 1 Evaluation Form, and Course Materials.

To receive CLE credit for a program in Online Video Format:

Online Videos contain CLE codes that you must type into a supplied online affirmation form. Submit the online affirmation to the NYCLA CLE Institute to be issued a CLE certificate. We recommend that you watch the video as soon as possible.

We can only issue CLE credit if the law is still current.

Course Materials: You can download course materials on the Online Video webpage.