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At Velocity Wealth Management, LLC, we have our clients—and only our clients—in mind. We specialize in taking Dental students, residents, and new practitioners into the “real world” as smoothly as possible. This begins with education on protecting your greatest asset, your ability to earn an income. We represent the leading Dental Specific own occupation disability insurance companies in the nation and also represent the top life insurance carriers as well. Our mission is to get to know you and understand your current priorities, long-term goals, and desires. We will then educate you on your various company and product options and develop, implement, and monitor a customized protection strategy that’s designed to address your personal and/or business-specific situations so that you are able to focus on what you are best at, growing your practice. For more information on our comprehensive financial advisory services, please visit our website: www.velocitywealthmgt.com

The Living Balance Sheet

Disability Q&A 1

Disability Q&A 2

Company Info

5080 N. 40th Street Suite 400
Suite 337
Phoenix, AZ 85018
p: 847-597-1745
e: Brandon_Capps@glic.com
www.velocitywealthmgt.com

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Dental Disability Insurance Checklist

This might be the most important document you will ever read as it is designed to help you find answers about arguably the most important piece of protection you may ever purchase, long-term disability insurance. The questions listed below might literally be the difference between your receiving full disability benefits, limited benefits, or none at all. With potential income of $10 million dollars or more, your ability to earn an income is by far the greatest asset you will ever have and is one of the key components of your overall financial plan. Whether you’re interested in purchasing a brand-new disability policy or if you are just wanting clarity about what you already have, this checklist should help you make an informed decision on what is best for you, and your family. Use this as a guide in your search and ask whoever you may be working with these questions so you can become as educated as possible. I assure you, not all policies are created equal and you deserve to know what you are buying. Please contact us if you would like transparent advice on disability insurance so you can have conviction about protecting your greatest asset.

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Disclaimer

Brandon Capps is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), ph: 602-957-7155. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Velocity Wealth Management, LLC is not an affiliate or subsidiary of PAS or Guardian. 2018-53998 Exp. 02/20

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