Serving Florida and Nationwide
Call For A Free Consultation
(954) 989-9000
Serving Florida and Nationwide
Call For A Free Consultation (954) 989-9000

Holding Insurance Companies Accountable For The Coverage They Promised and The Benefits You Deserve. Serving Florida and Nationwide.

National Disability Insurance Claims Attorneys Representing Financial Advisors & Planners

Financial Advisors

At Disability Insurance Law Group, our national claims attorneys know that being fiscally fit is essential to financial advisors and planners everywhere. While helping others plan their futures, they take great care in preparing for theirs. Often, this means maintaining disability insurance coverage that will provide the financial support they need if they cannot work due to an injury or illness.

Since most major disability insurance carriers see financial advisors and planners as low-risk policyholders, these professionals are often eligible for optimal coverage that provides the confidence they need should the unthinkable happen.

Whether you are a self-employed financial advisor or planner or belong to a large financial institution, your disability insurance company counts on you never needing to put your policy to work. Unfortunately, if you do need to file a disability claim, the insurer may insist you are still able to work and deny your claim outright.

Fortunately, our disability insurance attorneys see things differently and have the law on our side to support our clients many of whom are financial advisors and planners  claims.

No matter where your office is in the U.S., if there has been a change in your ability to work as an independent financial advisor or planner or as an employee at a large firm, we can help you pursue your disability insurance for your complete coverage so that you can move forward with confidence. Contact us today to learn more.

Why Do Disability Companies Deny Financial Advisor and Planner Claims?

Financial advisors, planners, and other professionals can access some of the best disability insurance policy terms and conditions because of their low-risk professions and lifestyles.

When these professionals do need to file a disability claim, the insurance company is going to do all it can to undervalue or deny their claims because the return is more than it would like to part with — temporarily, in the long-term, or permanently.

To substantiate their denial, the insurance company will insist that financial advisors and planners can do their jobs from anywhere with little physical exertion, thereby challenging that they are “disabled” at all. The insurance company cannot qualify your disability by reducing your claim to something as simple as the ability to sit in a chair and organize the financial futures of others.

Our national claims attorneys at Disability Insurance Law Group require the insurance company to recognize your injury or illness and how it impacts the totality of your role as a professional.

If your disability significantly limits your capacity to be a financial advisor and planner, our Florida disability insurance attorneys will review your case during a free consultation, outline the medical evidence and other crucial documentation that supports your disability claim, and present it to your insurance company to pursue the disability benefits you are entitled to from your unique policy.

Our Disability Insurance Law Group Attorneys are National Client Advocates

Financial advisors and planners are often covered by individual private disability policies that require the policyholder to meet specific terms and conditions before they qualify for payment.

Our national disability insurance claims lawyers will help you pursue an initial claim for residual benefits or total disability benefits based on how your injury or illness has impacted your ability to work — and how your condition aligns with the legal terms in your policy.

Our job, as U.S. disability insurance attorneys for financial advisors and planners, is to help you maximize the benefits under your disability policy, whether you are permanently unable to work or would like to step away from financial planning and engage in another type of work that accommodates your abilities.

Let us take the lead in your case and pursue real results that allow you to enjoy the quality of life of putting your claim behind you, just as we have successfully done for thousands of professionals nationwide.

Even if your private or employer-provided disability insurance claim has already been denied, we can help outline a compelling appeal, so you can pursue the compensation you are entitled to from your policy.

At Disability Insurance Law Group, we also offer insurance claims for the following occupations:

Contact Our Disability Insurance Attorneys for Financial Advisors and Planners Today for Help

Contact our national disability insurance attorneys for financial advisors and planners in Florida today by calling 954-989-9000 or contact us online to schedule a completely free and confidential case assessment, so we can put our over 50 years of combined experience to work for you — no matter where you work or live in the U.S.

Do You Need Legal Counsel? We Invite You To Contact Us For A Free Consultation.

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  • 3201 W. Commercial Blvd. Suite 227
  • Fort Lauderdale, FL 33309
Call For A Free Consultation (954) 989-9000

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