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BULLETPROOFING YOUR INSURANCE PORTFOLIO: OPTIMAL PROTECTION AT MINIMAL COST

  Chris D. Callen is a dynamic speaker who has presented to dental professionals and their organizations at numerous events throughout the United States . Not only will his passion and expertise keep your audience enthralled, he will explain how they can save money and optimize their insurance.
SYNOPSIS OF THE PRESENTATION

  • Learn how to save on your overall insurance outlay while actually increasing your insurance protection at the same time.
  • Learn proven concepts to streamline your business and personal insurance portfolio.
  • Chris will explain key concepts of policy design and teach you how to avoid the most common loopholes associated with most policies owned by dentists.


THE FOLLOWING POLICIES & TOPICS CAN BE DISCUSSED PER YOUR NEEDS:


  • Personal Disability Insurance: The key points on selecting the right policy for a dentist.

  • Business Overhead Disability Income: How to correctly determine the correct needs and waiting periods.

  • Loan Protection Insurance: How to satisfy your loan institution's needs for life and disability insurance.

  • Retirement Plan Disability Income Protection: How to insure your pension contribution during a disability.

  • Group and Individual Health & HIPAA Laws: How to cut your healthcare costs in half.

  • Succession Planning: How to guarantee the sale of your business in the event of disability or death.

  • High Limit Disability Insurance for High Income Clients: Are traditional insurance limits not sufficient?

  • Life Insurance Strategies: How to determine the correct need and type of insurance.

  • Estate Planning Strategies: How to protect your estate from federal taxation at death.

  • Long-Term Care Insurance: How to obtain this for about half of what you have most likely been shown.

  • Fixed Annuity Planning: Learn how to get a guaranteed income for life with no stock market risk

   
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