Name
5C - Disability Claims: Financial Reviews for Assessing Employed or Self-Employed Claimants
Description
Disability claims are typically assessed as a claimant's inability to work based on their medical condition limitations vs job requirements and their policy requirements, but there is an important fourth factor which is often ignored. How can understanding financial reporting or a claimant's tax return help you to assess qualification for disability benefits? Join Peter Levstik as he takes you through an easy-to-understand primer on financial language, forms and business set ups to help you validate income as defined in your contract, and also how to look for clues into work activity that may impact your Group or Individual case management direction.
Speaker:
Peter Levstik, Account Manager II (Claims), Munich Re
Speakers
Peter Levstik - Munich Re
Date & Time
Thursday, June 8, 2023, 2:15 PM - 3:15 PM