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Fall into Open Enrollment with Long Term Disability Tips
NAPFA Genesis webinar sponsored by LLIS
Course Information
Earn: 1 NAPFA CE, 1 CFP® CE
Content Level: Intermediate
NAPFA Subject Area: B-Insurance & Risk Management

Sponsored by:
Course Description

This Genesis webinar is sponsored by LLIS, the exclusive sponsor of NAPFA Genesis. The session is free to NAPFA Genesis members; click into this program listing under "My Courses" for the calendar link.

This program will review the insurance open enrollment process, while also looking beyond the benefits offered by employers.  We will compare group long-term disability (LTD) versus individual LTD, and explore the features of an individual policy and the special programs that are available in certain situations.  Case studies will illustrate the various features in a disability policy.

Learning Objectives
  1. Understand how to select the best plan among the various insurance offerings.
  2. Learn about the special programs that can be attached to LTD insurance.
  3. Understand what happens if you don’t plan for long-term disability.
Speaker
Kathy Bilodeau, DIF
Disability specialist with LLIS of Tampa, FL

Kathy Bilodeau joined LLIS in 2005, where she has managed life, disability, and long-term care insurance, and combination cases involving these products.  In 2010 she began to specialize in the field of disability insurance, where she has expanded this specialty to include:  individual (which includes specialty carriers such as Lloyds of London for athletes or high net worth clients), business overhead expense, buy-out, key person, disability retirement protection, group disability, and critical illness insurance.  Having this vast knowledge of various products allows her to provide the most appropriate solution to each client’s situation. 

Summary
Availability:
Registration Required
Location:
Online Meeting
Date / Time:
Oct 08, 2025 3:00 PM - 4:00 PM ET
Cost:
Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
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