Disability Insurance

Income replacement if you become unable to work due to illness or injury.

Typical cost: $1,000 – $4,000 per year

What Is Disability Insurance?

Disability insurance pays a monthly benefit—typically 50-70% of your pre-disability earnings—if illness or injury prevents you from working. Your earning power is your most valuable asset, and more than one in four 20-year-olds will become disabled before retirement.

Short-Term vs. Long-Term

Short-term disability covers the first 3-6 months. Long-term disability kicks in afterward and can pay benefits for years or until age 65. Financial advisors prioritize long-term coverage as extended disabilities pose the greatest threat.

Own-Occupation vs. Any-Occupation

Own-occupation policies pay if you can't perform your specific job. Any-occupation policies only pay if you can't perform any job you're qualified for. Own-occupation is more expensive but far more protective, especially for specialized professionals.

What's covered

Monthly Benefits

Pays 50-70% of pre-disability income monthly while you're unable to work.

Short-Term Coverage

Benefits for the first 3-6 months after a brief elimination period.

Long-Term Coverage

Extended income replacement lasting years or until retirement age.

Own-Occupation

Pays if you can't perform your specific occupation's duties.

Cost-of-Living Adjustment

Optional rider increasing benefits annually to keep pace with inflation.

Residual Disability

Proportional benefits if you can work part-time at reduced capacity.

Pros and cons

Advantages

  • Protects your most valuable asset—your earning ability
  • Monthly benefits maintain your standard of living
  • Own-occupation protects specialized professionals
  • Employer group plans are often free or subsidized
  • Individual policies are portable across jobs
  • COLA riders keep benefits aligned with inflation

Considerations

  • Individual policies require medical underwriting
  • Elimination periods mean no benefits initially
  • Any-occupation definitions are restrictive
  • Benefits are taxable if employer pays premiums
  • Pre-existing condition exclusions may apply
  • Mental health benefits may be limited to 24 months

Frequently asked questions

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