Watch and listen to C.J Fox discuss key concepts and stories from Capital Preservation Agency
CJ Fox: So, we work alongside the financial professional to arm them with necessary verbiage to approach the client about disability insurance. When they are able to get the information that…
CJ Fox: I’ve always wanted to be an entrepreneur. I’ve always wanted to help people and find something that I can do both and be able to give back to my community.
CJ Fox: So, disability insurance is one of those things that I absolutely believe in. I am very passionate about it. I believe that if you have a paycheck and you live off of it, then you probably…
CJ Fox: At CPA, we offer a variety of products to help the professional offer the best solution for their clients. One of the things that we want to look at when we’re offering disability insurance…
CJ Fox: Presumptive total disability is one of those key clauses in a disability policy that you really need to read closely. Verbiage absolutely matters in those situations. Especially when you become…
CJ Fox: So, one of the questions that I get from financial professionals is, who their target market needs to be? My question or my answer to that is, simply put, anyone who relies on a paycheck…
CJ Fox: Disability insurance and income protection is literally paycheck protection. In the event that you become too sick of injured to carry out the material and substantial duties of your…
CJ Fox: So, what we found is that a lot of financial professionals are not offering disability insurance. They’re missing a crucial piece to their client’s portfolio and planning.
