1
Overview
2
Welcome Video
3
Questionaires
4
Guided Tour
Package

Congrats!

Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.

If you have any questions, please feel free to email us at support@fppathfinder.com.

Welcome Aboard!

Account Set-up

Step of

Get your settings configured before exploring our database.

You Need to add some questions for your environment
Go here when logged in as an admin
What's a Planning Topic you address or want to address with your clients every year?
Reviewing Tax Returns
Beneficiary Review
Reviewing Insurance Coverage
Planning For Strategic Charitable Giving
Which of these describes a current client situation?
I have a new client and I want to show them how much we cover
An existing client needs an annual review
I have a client that is retiring
A client needs their investments reviewed
Which of these most popular resources would you like to view?
Important Numbers (like tax rates)
Master List Of Goals
What Issues Should I Consider Before The End Of The Year?
Estate Planning

Congrats!

Let’s get started with a brief tour of the Member Section.

Questions? Email us at support@fppathfinder.com

« Go Back
Skip Step
  • Prices
  • Member Section
  • Support
  • About Us
  • Blog
  • Log In
  • Become a Member

fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

  • Prices
  • Member Section
  • Support
  • About Us
  • Blog
  • Log In
  • Become a Member

Disability Insurance: We Have A Checklist For That!

March 17, 2022
Resource Additions

Disability insurance is an integral part of any portfolio. Should your clients suffer an illness or injury that prevents them from returning to work, disability insurance protects their income. All too often, however, disability insurance is secondary to other insurances. 

Why Add Disability Insurance? 

Disability insurance is effective because the benefits help address financial fears and distress. Unfortunately, however, many clients lack adequate coverage to defend against the risk of disability. 

The “What Issues Should I Consider When Purchasing Disability Insurance?” checklist tees up the talking points around this critical topic. Integrate the checklist into your process to cover the following considerations with your clients: 

  • Short- and long-term needs.
  • Federal benefits.
  • Group and individual coverage options.
  • Important features and variables.
  • Tax implications.
Why Use The Checklist?

The “What Issues Should I Consider When Purchasing Disability Insurance?” checklist is broad, but it helps you frame conversations about disability coverage. Additionally, the checklist will help you guide your clients through coordinating employer-provided and individual coverage with Social Security. Supporting your clients through this exercise will mitigate your clients’ long- and short-term risks. 

A bonus is that you can document the conversations in the client record. You’ll ensure that you’ve addressed your clients’ needs and recorded their decisions and rationale. 

Become A Member

Join fpPathfinder at any level, and you’ll gain immediate access to this checklist and more than 90 other guides. To choose the membership level that moves you closer to your goals, visit the Become A Member page. 

If you’d prefer a personal touch, register for a live demonstration. During this 30-minute session, our team will walk you through the ins and outs of membership and answer questions on the spot! 

Schedule A Live fpPathfinder Demonstration

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.

Categories

  • Service Guides – Linked
    • Guide Bundles
    • Timely Conversations
    • Age-Related Planning
    • Money In Motion
    • Top 10 Most Popular Resources
    • Client Service Calendar
  • How Advisors Use The Checklists and Flowcharts
    • Best Practices
    • Getting Started
    • Marketing
    • Planning Management
  • Announcements
    • Company Announcements
    • Resource Additions
    • Feature Annoucements
    • Updated Resources
  • In The Press
  • Uncategorized

Become a Member

See how our flowcharts and checklists help you navigate complex financial planning questions.
Become a Member

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from California
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“I love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
Become a Member
  • Become a Member
  • Member Section
  • Blog
  • TOS & Privacy Policy
  • Suggest a Flowchart or Checklist
  • Careers: We’re Hiring

Recent Blog Posts

  • 3 Ways To Use The New Client Engagement Builder
  • How To Shave Time Off Your Workflows With Fintech
  • Improving Estate Planning Conversations
  • SECURE Act 2.0 Guide Updates

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.

Have a question, idea, comment, or see an error? We want to know! Email us at support@fppathfinder.com!

Copyright © 2023 fpPathfinder, All rights reserved.

Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

Upgrade to Premier to use an interactive checklist and integrate with Redtail, Wealthbox, Salesforce Financial Cloud Services, and XLR8.

Learn More

Feature your expertise by putting flowcharts and checklists with your brand in front of your clients and prospects.

Upgrade to Deluxe or Premier to white label the resources.

Learn More

Save time by downloading all the checklists and flowcharts with one click.

Upgrade to Deluxe or Premier to download all the resources with one click.

Learn More

Deliverable Reports

Upgrade to Premier Membership and gain access to the Beneficiary Report. You’ll also unlock the capability to scale your client communications with the CSV upload that generates client-specific PDFs.

Join as a Premier Member