The Importance of Disability Insurance

The Importance of Disability Insurance

Valerie King Case Study: Disability Insurance Saves a Family—Twice

Valerie King was not a believer. When she transitioned from her medical residency to practicing as an emergency room physician, she didn’t think she needed disability insurance. “I could never envision a life without working,” she says. Her insurance professional convinced the young doctor otherwise.

It was wise advice. Although Valerie never thought she would need it, a condition called ulcerative colitis made the decision for her. The disease and a series of surgeries made it impossible for her to carry out her duties, and she found herself unable to practice the profession she loved. It was her disability insurance coverage that allowed her to survive financially and care for her three young daughters who she was raising as a single mother.

Life also had a second chapter for Valerie. She met and married Tim, also a divorced parent. They looked forward to raising their blended family together and sought the advice of insurance professional Larry Ricke, CLU, ChFC.

In addition to the life insurance he had recommended, Larry made sure Tim understood the importance of disability insurance. Tim didn’t believe he’d ever need it, but with Valerie’s urging he finally agreed to get coverage.

“No one thinks lightening will strike twice,” says Larry, “but in this case it did.” Tim, who had a high-profile position in the printing business, came close to dying from an undiagnosed aneurism and valve issue with his heart. A risky operation saved his life but ultimately left him unable to return to work. Again, disability insurance made it possible for the family to go on financially.

“Most people think, ‘It will never happen to me,'” says Valerie. “But the truth is it can—and does. Everything else goes away if you don’t have disability insurance coverage and you can’t work.”


Contact QQIS today and learn how you can protect your family with our comprehensive Disability Insurance products.

The Importance of Disability Insurance – Video Transcription

Valire King: Oh I became a doctor because I was born to be a doctor. I loved practicing medicine.

Larry Ricke (Insurance Advisor): Valerie was an emergency medicine physician and very good at what she was doing. Unfortunately when I met Valerie she had a conditioned called ulcerative colitis.

Valerie: Ulcerative colitis is bowel disease and I had multiple surgeries hopefully to cure it, but it just didn’t work. I had a group disability policy in my training program that was converted to a private policy as I graduated and started my private practice.

Larry: Valerie and her team came together and decided that it would be best for Valerie to stop her medical practice and to try and go on disability.

Valerie: Suddenly find yourself single mom unable to practice medicine with three children under 5. I was able to pay the morgage and put food on the table and give them a great education because of that disability policy.

Tim and I met through our insurance agent Larry Ricke.

Tim (Husband): Larry and I became acquainted through one of the printing companies that I’d owned. He thought that it would be a good idea for us to be acquainted with each other.

Valerie: About six months after we started talking, we decided we would meet in person.

Larry: And history follows. They ended up getting married and now we merged two families together.

Tim: Larry had suggested that I have disability insurance and after meeting Valerie I soon realized that it was the right thing to do.

Valerie: Tim woke up in the middle of night and said, “Valerie, I’ve got this funny feeling in my chest.” And he ended up in the emergency room and the next day at the cardiologist office we found that he had an aortic aneurism.

Tim: We ended up having open heart surgery fixing the aneurism. I came out of that surgery really a different person mentally.

Valerie: During the surgery he had some inter-operative events that led to him being unable to work. Hard to believe that this would happen twice.

Larry: Valerie and Tim have their struggles today with their health, but what they don’t have to worry about is their financial income.

Valerie: The most important insurance you’ll ever buy is disability insurance. Because without your income nothing else works. All the kids have a bright future because we had a disability policy.






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Marty Shull

Executive Managing Director

 

Marty offers over 15 years of experience in direct-to-consumer and business-to-business sales with a specific focus on corporate buy sell review, business exit planning, valuation, and strategies as well as personal estate protection and succession planning. As a Co-Founder, Marty has developed a distribution platform with an objective of creating and maintaining relationships with insurance agents, investment advisors, accountants, attorneys, and all other financial professionals. As he has been involved in the brokerage platform for the last fifteen years, Marty has learned the necessary tools, traits, and processes to be a successful broker in this arena and to help others succeed. Marty earned his undergraduate degree from San Diego State University with an emphasis on business management and finance. A Bay Area native, Marty currently resides in San Francisco with his wife and son.

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Brendan Walsh

Co-Founder

 

Brendan brings over two decades of experience in life insurance, retirement and estate planning. He spent 13 years at Northwestern Mutual where he was consistently a member of the Million Dollar Round Table and the Northwestern Forum. Brendan received his undergraduate degree from University of San Francisco. He was a former President of the Irish Cultural Center and sat on the board of the Juvenile Diabetes Research Fund. Brendan lives in Marin and has two children, Sophia and Aidan.

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Greg Yu

Co-Founder

 

Greg brings about two decades of experience in the insurance industry. His career started at Northwestern Mutual where he became a key contributor to his team’s continual qualification to the Million Dollar Round Table and the Northwestern Forum. Greg’s current role at QQIS includes the duties of acting CFO. Greg has an undergraduate degree from California State University, Chico and holds a Life and Property Casualty license. He lives in Marin with his wife, Jennifer and son, Nicholas.

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