| When you have a disability of any type, your time, | | | | you need it. |
| energy, and emotions are all heightened as you begin | | | | Now, you know how much your STD and LTD will |
| the journey to learn all you can so that you can | | | | pay out each month. The question is, how much |
| regain the best quality of life that you can, given | | | | SHOULD YOU HAVE? |
| your particular circumstances. And, if you are married, | | | | There are some simple ways to determine just how |
| and/or if you have children, trying to communicate | | | | much is "enough", and it varies for each family. |
| with them what is going on with you, as well as to | | | | 1) Sick leave - maintain at minimum 5 days, and, at |
| your doctors, becomes a difficult chore also. | | | | best, 10 days. In this way, you will be able to meet a |
| With all of this chaos in your life, the absolute last | | | | usual time gap before your STD kicks in. |
| thing that you need to worry about is money! What | | | | 2) STD - most STD policies cover up to 26 weeks. |
| if I can't work any longer? How will the bills be paid? | | | | To make sure that you have "enough" STD TIME |
| Perhaps you are saying that you do not need any | | | | coverage, the weeks should cover your LTD's |
| disability insurance. Consider the following. | | | | elimination period. |
| Disability Statistics[1] The odds of a person having at | | | | 3) LTD - timewise, you will want your LTD plan to |
| least one long term disability (LTD) that lasts three | | | | cover you until your retirement age. (Note, not all |
| months or longer before that person reaches age 65. | | | | retirement ages are at 65. The retirement ages are |
| DISABLED: (1999) According to the Disability | | | | increasing; make sure that you know your specific |
| Management Sourcebook, the number of folks | | | | retirement age.) |
| between 17 and 44 with severe disabilities has | | | | Now, let's talk about money. To calculate how much |
| increased 400 percent over the past 25 years. One in | | | | money is needed by you and your family, consider |
| seven people will become disabled for five years or | | | | the following. |
| more before they reach 65. ODDS, STATISTICS | | | | For each month, note the following. |
| AND DISABILITIES: (1999) The chances of using | | | | 1) OUTGO Your "must pay" expenses (including, but |
| your homeowners insurance are about 1 in 88. The | | | | not limited to the following: house payment; utilities; |
| odds of using your auto insurance at about 1 in 47. | | | | car and gasoline; medical expenses; any child care; |
| The chances of using your LTC insurance is about 2 | | | | any loans, credit cards, etc.) |
| in 5. One out of two women and one out of three | | | | 2) INCOME ON DISABILITY Add together any |
| men will spend some time in a nursing home. (Journal | | | | income other than yours (i.e., spouse's income) plus |
| of the American Society of CLU, 1996) More than 12 | | | | whatever you will receive on a monthly basis from |
| million older Americans will require some form of long | | | | your company-paid STD and/or LTD. Add to this |
| term care by 2020. (Health Insurance Association of | | | | amount whatever savings you have, and how long |
| America). 72% of residents in a nursing home are | | | | this would last. |
| women 90% of nursing home residents are over the | | | | The gap between income on disability and outgo |
| age of 65. 22% of the disabled population is under | | | | would be the amount of income that you might want |
| age 65. (Puget Sound Life Underwriters Journal 1996). | | | | to offset with a private LTD policy. |
| Functionally disabled people between the ages of 18 | | | | WHY THE NEED FOR DISABILITY INSURANCE |
| and 64 represent 40% of Americans needing long | | | | BENEFITS? What are the odds?: (2005) in the next |
| term care services. (Life Insurance Selling 1995) | | | | hour 194 people will be injured in car accidents, 57 |
| The likelihood of needing LTC (obviously) increases | | | | homes will catch fire, 230 people will die, and 1,027 |
| with age. In 1991, 29.2% if those age 45- 64 had a | | | | will become disabled. |
| disability; 44.6% between 65 and 74 had a disability; | | | | Here are the latest disability trends that concern you. |
| 63.7% between the ages of 75 to 84. 15.3% and | | | | Ø Today, we live harder, work harder and play |
| 41.5% respectively had a severe disability. (Employee | | | | harder than ever before. As a consequence, there |
| Benefit Research Institute, 1995) 80% of disabled | | | | has been a dramatic increase in disabling injuries and |
| persons are cared for at home or in adult day care | | | | illnesses. Ø In the past 25 years, the number of |
| centers. 72% of caregivers are family or friends. | | | | severely disabled people ages 17 to 44 has increased |
| (Puget Sound Underwriters Journal). The cost of | | | | 400 percent. While the number of people with |
| home care can run from $4.25 to over $200 daily | | | | protection has also increased, most Americans still |
| depending on the level of skill needed (SF Chronicle, | | | | have a disability income protection gap. Ø This is |
| 1995). Caring for each Alzheimers patient will cost | | | | alarming when you consider in a year's time, chances |
| more than $213,000- on top of other medical | | | | are only one in 1,200 of you will need your fire |
| expenses- over the remaining five years of their | | | | insurance-generally considered a necessity for |
| lives. (American Journal of Public Health, 1994). Over | | | | homeowners-but one in eight (8) of you will be sick, |
| 99% of nursing home care is either custodial or | | | | injured or killed. Ø The risk of becoming disabled |
| intermediate care, not skilled care, and is not covered | | | | will continue to increase. |
| by Medicare or Medicare supplements (Journal of the | | | | Aging is a main factor. Ø Because of advanced |
| American Society of CLU's, 1996). | | | | trauma and cancer care, more people today survive |
| Reasons People Take STD and LTD Leading the list | | | | illnesses and injuries that were deadly 20 years ago. |
| of Top 5 causes of short-term disability (STD) | | | | In 1930, the average U.S. life expectancy was 61; |
| workplace absence for 2001 was pregnancy (normal), | | | | today, it is 76; and by the year 2050, it will be 82. |
| followed by complications from pregnancy, injuries | | | | Today, there are 3.6 million Americans over age 65; |
| (excluding back), back conditions and digestive | | | | by 2040, there will be 13.8 million. Ø With |
| intestinal conditions. The causes of claims and the | | | | Americans now living longer, age has and will continue |
| percentage received for each cause were as follows: | | | | to have a profound impact on disabilities. According |
| LTD - 13 percent - Cancer, 12 percent - Complications | | | | to the National Association of Health Underwriters, |
| from Pregnancy, 11 percent - Back, 9 percent - | | | | there are 3.74 disabilities per 1,000 people ages 45 to |
| Cardiovascular, 5 percent - Depression (2003) every | | | | 49. This increases nearly five times more with age, |
| year 12% of the adult U.S. population suffers a | | | | to 15.18 disabilities per 1,000 people ages 60 to 64. |
| long-term disability. One out of every seven workers | | | | Ø In addition, the traditional retirement age is |
| will suffer a five-year or longer period of disability | | | | moving up, and more people are likely to work |
| before age 65, and if you're 35 now, your chances | | | | part-time after retirement, thus increasing the risk of |
| of experiencing a three-month or longer disability | | | | a disability later in their life. |
| before you reach age 65 are 50%. If you're 45, the | | | | Changing workforce Ø More than 10.5 million |
| figure is 44% STD - 20 percent - Pregnancy | | | | people are starting their own businesses, consulting or |
| (Normal), 9 percent - Pregnancy (Complications), 9 | | | | working at home, according to the Bureau of Labor |
| percent - Injuries (Excluding Back), 8 percent - Back, | | | | Statistics. And more women than ever are now |
| 8 percent - Digestive/Intestinal | | | | working; many families today rely on two incomes. In |
| The primary sources of disability insurance are STD | | | | the early 1900s, there were only 500,000 married |
| and LTD. It is important to see if your company | | | | women in the labor force. They represented just 4.5 |
| offers these insurances. If they do, make sure that | | | | percent of all married women. Today, there are |
| you are covered. If they don't, you can get personal | | | | about 39 million married women working outside the |
| STD and LTD. By visiting the following website, you | | | | home (representing 60 percent of all married |
| can get more information about disability insurances. | | | | women), and 17 million of them have children under |
| How Much Disability Insurance is "Enough"? Research | | | | age six. Ø With more women working and |
| shows the following about employer-offered STD | | | | families relying on two incomes, the need for disability |
| (short term disability) and LTD (long term disability). | | | | protection has become greater, especially since |
| Disability Insurance: ( 2003) In small private firms, | | | | women are twice as likely to suffer a disabling illness |
| fewer than one-quarter of workers have short-term | | | | than men. And with more people working out of their |
| disability coverage (22%), and just 13 percent have | | | | homes and earning substantial incomes, the need for |
| long-term disability income insurance, according to the | | | | more flexible, individualized protection is on the rise. |
| Bureau of Labor Statistics. | | | | Increase in workplace disabilities Ø Over the |
| Half of workers at large employers (100 or more | | | | years, the causes of disabilities have changed in the |
| employees) have short-term disability income | | | | workplace. Ø Today, disabilities due to |
| insurance (47%), and more than one-third have | | | | psychiatric conditions, severe back pains, Carpal |
| long-term disability coverage (40%). | | | | Tunnel Syndrome, muscle/tissue disorders and |
| Disability coverage (American Council of Insurers | | | | Chronic Fatigue Syndrome are increasing dramatically. |
| 2004) 82% of employees are lacking in adequate | | | | Among the most common long-term disabilities |
| coverage. | | | | (those lasting longer than three years) are circulatory |
| The Society of Actuaries says that only 2.5% of | | | | and heart conditions, back disorders, psychiatric |
| employees have individual disability coverage (i.e., paid | | | | conditions, general sickness and subjective pain. |
| for by the employee and not the company). | | | | Ø Common short-term disabilities (those lasting |
| If you have already read the other blogs about | | | | less than three years) include normal pregnancies as |
| Disability insurance, you know how important it is to | | | | well as pregnancies with complications, injuries, |
| know about what types of insurance you have, and | | | | muscular or skeletal problems, and psychiatric or |
| how much each insurance will pay out, if and when | | | | substance abuse problems. |