Page 8 - Demo

FINANCEtax optimization, to ensure holistic financial protection.Real-Life ImplicationsConsider the case of a 40-year-old orthopedic surgeon who sustains a hand injury, making surgery impossible. Without own-occupation disability coverage, this surgeon might only receive benefits if unable to work in any capacity. However, with a tailored individual policy, they could receive full benefits even if they transition to a non-surgical role within medicine. A financial advisor ensures such crucial distinctions are addressed when selecting a policy.Contact an AdvisorIndividual disability insurance is a cornerstone of financial stability for medical professionals. Its ability to protect your income, maintain your standard of living, and provide financial confidence cannot be overstated. Working with a financial advisor ensures you select the best policy to meet your unique needs, avoiding common pitfalls and maximizing your protection. As you care for others, let a trusted advisor, such as Jennie Sherman can help care for your financial future. Jennie Sherman has spent twenty years in the financial industry, helping her clients protect their most valuable asset %u2013 themselves. She is licensed throughout the country. Contact Jennie for a complimentary consultation:Jennie ShermanFinancial AdvisorCA Insurance License #42462431040 Broad Street, Ste 202Shrewsbury, NJ | 07702(m) (732)403-0522 | (f) (732)544-2037 (text) (732)978-9726All scenarios mentioned herein are purely fictional and have been created solely for educational purposes. Any resemblance to existing situations, persons or fictional characters is coincidental. The information presented should not be used as the basis for any specific investment advice.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ:50 TICE BLVD, SUITE 280, WOODCLIFF LAKE NJ, 07677973-244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America%u00ae (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4246243. 7552313.18 DIFFERENTIATE MAGAZINE %u2022 QUARTER 1 | 2025 DIFFERENTIATEMAG.COM