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The Use of Disability Solutions for Professionals and Their Clients

Total Credits
1.5 - 2.1
CDs/DVDs Only
This course is only available in CD/DVD format.
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Learn how to protect yourself and your clients from income and financial loss due to unexpected events and avoid the problems associated with emotional decision making, and hoping for the best when possible accident or illness affects the ability to earn income and meet your financial obligations. Understand how using a "living balance sheet" can help you strategize, organize and implement a financial plan, and hear how you can use disability solutions to protect your business and financial health.

Lecturer Bios

Bari Chase

Bari Chase is the Director of the Continuing Legal Education Institute and Programs at the New York County Lawyers’ Association. She has fifteen years of experience developing programs for attorneys at all stages of their careers. Previously, she spent more than twenty years working in the legal information and technology industries, starting in the Editorial Department of Matthew Bender and Co. where she was responsible for such product lines as State and Federal Practice and Procedure, Admiralty, Immigration and Education Law.

For ten years she held various business development and acquisition positions for both Times Mirror Co., and LexisNexis, focusing on acquiring technology companies that would complement the legal content owned by the parent companies. After leaving Lexis, Bari was involved in residential and commercial real estate, and served as an Adjunct Assistant Professor in the Business Law Department of the Peter J. Tobin School of Business at St. John’s University.

She is a graduate of Hofstra University, where she earned a B.A. degree with Honors in Political Science, magna cum laude, Phi Beta Kappa, and received a J.D. from Hofstra University School of Law.

John R. Gerard, LUTCF, CLTC

John began his insurance career in 1984 as a Bodily Injury Claims Adjuster with the Liberty Mutual Insurance Company. This perspective has allowed him to help Advisors/Producers recognize the importance of contractual language when securing the proper Disability Income Protection. After 25 years of personal production, John transitioned to the role of Vice President – Disability and Long Term Care Brokerage. His management experience has helped Advisors/Producers build a better Practice and add more revenue through creative ideas and out of the box thinking. John has been recognized by Guardian as an Elite Disability Income Specialist and has consistently ranked in the top 10 of Guardian’s Elite Disability Income Specialists. John holds a Business Management degree from the University of Scranton and he and his wife Tricia reside in Bradley Beach, New Jersey.

Paul J. (PJ) Russotto

After spending 13 years on Wall Street, in hedge funds and sales trading, PJ has taken that knowledge to his client’s financial needs. He takes an integrated common-sense approach to Insurance and Financial planning which is uncommon in the marketplace. Your greatest asset is yourself, and it is where planning begins. Before you can build assets for the future, you must protect your ability to generate cash flow. If PJ is not working, you can find him spending time with his family, outdoors playing golf, or relaxing at the beach.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is a wholly owned subsidiary of Guardian. Northeast Financial Network LLC is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

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