Knowledge is Power

Friday April 11, 2025 12:00 PM | (UTC-07:00) Pacific Time

CE Course ID: 28032

Course Type: Life & Health

Course Credit: 1 Hour

As advisors we want to do the very best for our clients and for their portfolios. It’s very important to understand what employers are providing when it comes to employee benefits. The most important employee benefit is Long-Term Disability insurance. In this class we’ll discuss the importance of what those group LTD plans provide and what they are lacking. There are things we should know when advising our clients about these benefits.

About Our Presenter, Jeff Kerns

Jeff is Vice President of Truluma. He was born and raised in the Seattle area and graduated from Central Washington University. He started in the financial services industry in 1997 and has been a featured speaker at many industry events. He has also served in leadership roles with the NAIFA South Sound Chapter. Having extensive product knowledge in income protection, he works with advisors to provide quality products to their clients. Jeff also appreciates spending time with friends and family and he coaches youth basketball for both of his sons’ basketball teams. He loves traveling, paddle boarding, kayaking and golfing.

What is your favorite book?: Boys in the Boat is a recent favorite.

What’s your spirit animal?: A monkey.

Random fact about me: I’m a bit of a foodie