Helping clients make the most of their disability lump sum benefit
7 July 2022
Clients who become disabled or permanently impaired would likely not be able to earn a regular income anymore and may require a comprehensive review of their financial plan. They may need to make alternative provisions for income and may also need additional life cover.
At Glacier, we offer a wide range of investment solutions to be considered, and we also enable intermediaries to easily build sustainable, customised solutions for clients by combining multiple solutions.
We’ve compiled a document to assist you with the difficult conversations you may need to have with clients, and we also highlight some of the available investment options at Glacier that can be discussed with clients who have received a lump sum payout due to permanent impairment. The document is hosted on both Sanport as well as Glacier Insights.
Click here to view the document.