Robert Clark is a thought leader in income protection planning, host of the Advice First podcast, content contributor and frequent speaker for industry events catering to executive attraction, retention and overall financial wellbeing.
Robert found his calling among an industry that saved his family after the loss of their Father in 2011. It wasn’t life insurance, however, it was the disability insurance benefit they relied on for 20 years prior. Robert carries out his passion to help clients & employers alike build sound income protection plans using a consultative, goal-driven process.
As a former board member for the National Association of Insurance & Financial Advisors, and ALS Golden West Chapter, Robert continues to serve his community through volunteering, coaching, and financial education workshops. A past recipient of local 40 Under Forty & Ultimate Male Rising Star awards, Robert holds multiple industry designations including Group Benefits Disability Specialist (GBDS), Disability Income Fellow (DIF), NAIFA’s Life and Annuity Certified Professional (LACP), and Long Term Care Professional (LTCP).
Watch his webinar below:
3 Steps to a Successful Income Protection Consultation
1. How to analyze a Group LTD plan for exposures (7:05)
2. What data to gather and how to turn those pieces into employer insights (11:21)
3. Four next steps to mitigate common exposures (19:42)