Income Protection Specialists
Specializing in Disability Income Insurance Products and Plans
The Income Protection Audit Program is a service provided by Brookfield Insurance Partners - a National Brokerage General Agency - that supports and assists Insurance and Financial Advisors with Life, Disability, and Long Term Care Insurance Plans.
We work with Insurance Agents, Financial Advisors, CPA's, and RIA's. To Learn More: info@brookfieldpartners.com
Why have a
Review?
INCOME REPLACEMENT
What percent of your income is replaced?
DEFINITION OF DISABILITY
Does your coverage cover your own occupation? Any occupation?
Gainful Employement?
PORTABILITY
What happens if you leave your employer? Will you lose coverage? What if company benefits decrease?
TAXES
Will your benefits be received create tax consequences?
BENEFIT CAPS
What are the benefit caps? Many policies cap benefits at $6,000 to $10,000 in monthly benefits.
SALARY-ONLY PROTECTION
Many Group Policies only cover your salary. What about commissions or other incentive compensation?
OUR PROCESS
Step 1: Ask your Employer or HR representative for a copy of your Group Disability Policy
(this is often referred to as a "Summary Plan Description of Group Disability Insurance")
Don't have coverage? Not a problem! We can help you get coverage!
Step 2: Fill out a little information
Step 3: Upload a copy of your Group Policy or any policies you would like reviewed
Step 4: Let us know who your Insurance Agent or Financial Advisor is
(We are happy to work with your current advisors!)
Don't have one? Don't worry! We have an national network of specialists in Income Protection Plans!
Step 5: Review your situation with one of our Income Protection Specialists
(Sometimes we need a little more information to prepare a detailed analysis)
GET STARTED
CONTACT
BROOKFIELD
INSURANCE
PARTNERS
OUR CONTACT INFORMATION
For any general inquiries, please fill in the following contact form:
