Employee Education Programs
Retirement Planning Plansmart Financial Planning Finance and
Investing for Women Severance and Early Retirement Packages Income Protection Seminar Series Financial Planning for
Assisted Living and Long-Term Care
The Income Protection Seminar Series
By Karen Diamond B Admin CFP, R.F.P.
Protecting Your Income: Disability Insurance. ISBN 0-9730175-7-0
Protecting Your Income: Critical Illness Insurance. ISBN 0-9730175-8-9
Protecting Your Income: Life Insurance. ISBN 0-9730175-9-7
Overview:An employee's earning power
is the most valuable asset they have. Do they know how they can protect it from critical
illness, disability or death? The Income Protection Seminar Series works hand-in-hand with
your existing benefits program to help employees better understand the income protection
tools available to them. Each seminar in the three part series is an hour long, making
them ideal for a "lunch and learn" series.
A unique feature of this program is that it can be customized to include your company
logos and contact information. Contact
us for pricing, minimum orders and more information about customized seminars.
Facilitators: Each seminar is facilitated by a member of Rarestone's national
network. Facilitators are carefully selected and have, at a minimum, CFP (Certified
Financial Planner) designations. Employers are encouraged to include other professionals
Materials: Course material is specific to Canadians. All materials are updated
frequently, ensuring that your employees receive the most current information. Each
participant will receive a workbook. Facilitators are able to present the material using
either overhead transparencies or Microsoft PowerPoint.
Program Length: Each Income Protection Series seminar is one hour. Seminars can
be held separately or together to meet the scheduling needs of the company and employees.
Protecting Your Income: Disability Insurance Your earning power: what is it worth? The
risks of disability The basics of disability insurance Types of Disability Insurance
Benefits and drawbacks of group plans Individual Disability Insurance Policies
Protecting Your Income: Critical Illness Insurance Your earning power: what is it
worth? The risks of critical illness The effects of critical illness What illnesses
qualify? Sample premiums How to combine your coverages
Protecting Your Income: Life Insurance Objectives for buying life insurance How much do
you need? What kind of insurance is best? Designing your insurance plan