Series 66: Disability

Taken from our Series 66 Online Guide

Disability

Few things can drain a client’s portfolio faster than a long-term disability. For clients who have suffered a disability, have a family history of needing long-term care, or who work in high-risk industries, planning for disability may be as important as planning for retirement. If a disability is expected or of higher probability for a certai

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Passed the Series 66 today! This program really helped me succeed. The pie charts helped me focus on where I needed to put in more work.

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Eric Dicken, BB&T Investments, Winterville, NC