O'Reilly logo

Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success by Ross Levin

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

CHAPTER 10

Disability and Income Protection (Protection)

This section deals predominately with cash flow—how to view it, insuring that your client's spending and values are consistent, and how to protect it. Though this area is labeled protection, the term is being used in its broadest sense. It includes protecting the client's cash flow through disciplined and conscientious spending decisions and monitoring those actions around those decisions. It also involves reviewing and optimizing all sources of income. And it looks at ways to help clients keep more of their cash flow through tax efficiencies.

The central theme to this area is trying to strike a balance between today and tomorrow. We know that dollars that are saved today have tremendous ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required