Guarding Your Income Beyond the Unexpected
You see it in your patients every day... Life happens, and usually at the most unexpected times. But when life happens to you, is your family fully protected? In this session, disability insurance expert Blake Gillies dives deep into the critical details of disability insurance. From navigating policy options to understanding what coverage you truly need, Blake equips you with the knowledge to safeguard your family’s future and avoid the risks of being unknowingly unprotected.
You see it in your patients every day... Life happens, and usually at the most unexpected times. But when life happens to you, is your family fully protected? In this session, disability insurance expert Blake Gillies dives deep into the critical details of disability insurance. From navigating policy options to understanding what coverage you truly need, Blake equips you with the knowledge to safeguard your family’s future and avoid the risks of being unknowingly unprotected.
You see it in your patients every day... Life happens, and usually at the most unexpected times. But when life happens to you, is your family fully protected? In this session, disability insurance expert Blake Gillies dives deep into the critical details of disability insurance. From navigating policy options to understanding what coverage you truly need, Blake equips you with the knowledge to safeguard your family’s future and avoid the risks of being unknowingly unprotected.
WHAT YOU WILL LEARN:
The basics of disability insurance and why it’s critical for income protection.
Differences between employer-sponsored, individual, and business owner disability plans.
How to maximize your disability coverage and avoid common pitfalls.
The importance of understanding the definition of "disability" in your policy.
How income from various sources (W-2, K-1, real estate) affects disability claims.
Key policy riders to enhance your coverage, such as Future Increase Options and Catastrophic Riders.
Strategies to ensure your financial plan remains solid, even if disability occurs.
ABOUT BLAKE GILLIES:
Disability Insurance Specialist
INCOME PROTECTION AT THE DI CONCIERGE
Blake Gillies is the Managing Director of Wealth Solutions, LLC, and Brokerage Director of The DI Concierge, both New Orleans affiliates of United Wealth Advisors Group, LLC. He previously served as Brokerage Manager for The DI Center (2011-2018), focusing on the Louisiana and Mississippi markets. A 2010 graduate of Huntingdon College with a B.S. in Business Administration, Blake also interned with Ameritas Investment Company, LLC, where he gained experience in various broker/dealer departments.
Active in the National Association of Insurance & Financial Advisors (NAIFA), Blake has served in leadership roles at local, state, and national levels, including as President of NAIFA-Greater New Orleans in 2018. He was recognized as NAIFA Greater New Orleans & Louisiana's New Member of the Year in 2016. Blake is also involved with the New Orleans Miracle League and K's for Kids Foundation.
Blake lives in Ponchatoula, Louisiana, with his wife Brooke, their son Liam, and enjoys hunting, fishing, and spending time with their pets. His father, Keith, is a former NAIFA National President.
