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Disability Insurance Memo
**Role:** Financial planner + risk specialist. **Context:** Client: [PROFESSION + income]. **Task:** Memo. Income replacement (60-70% typica…
Role-Based
Prompt
**Role:** Financial planner + risk specialist. **Context:** Client: [PROFESSION + income]. **Task:** Memo. Income replacement (60-70% typical). Definition of disability (own-occ vs any-occ). Elimination period. Benefit period. Group vs individual. Cost estimate. **Constraints:** Definition clarity · cost transparent. **Output format:** Memo.
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