A Practical Guide to ERISA Long Term Disability Claims (Update)

In this updated program, attorneys Jennifer Hess and Ryan McIntyre provide a comprehensive overview of how to successfully handle long-term disability claims subject to ERISA. With a focus on practical guidance, the course walks attorneys through key steps to increase a client's chances of claim approval and highlights when to file an administrative appeal or civil action.

The program also reviews the essential protections that ERISA affords to long-term disability claimants, as well as core policy terms and common claim pitfalls. Attorneys will leave with a strong foundation in the applicable regulations, a strategic framework for navigating the claims process, and tools to more effectively advocate for their clients.

Learning Objectives:

1. Define long-term disability and distinguish it from Social Security Disability

2. Identify key ERISA protections, policy terms, and potential benefit offsets or reductions

3. Navigate the ERISA long-term disability claim process and develop effective claim strategies

4. Recognize when and how to escalate a claim to an administrative appeal or civil action

5. Apply practical tips to proactively build a strong claim file that supports favorable outcomes