SWA Open Enrollment 2026 Loss of License and Long Term Disability скачать в хорошем качестве

SWA Open Enrollment 2026 Loss of License and Long Term Disability

In this video, Jonathan Schultz, BS (Aeronautics) and Charlie Mattingly, CFP®, MBA from Leading Edge Financial Planning break down the key details of Southwest Airlines’ Loss of License (LOL) and Long-Term Disability (LTD) benefits for pilots. They explain how these important programs work, including the difference between taxable and non-taxable LOL benefits, how imputed income affects your paycheck, and the distinctions between LTD A and B options. You’ll also gain insight into how these benefits may fit into your overall financial and family protection plan. Whether you’re a new Southwest pilot or preparing for retirement, this discussion may help you make informed choices about your income protection strategy and long-term security. Key Topics Covered: -Southwest Airlines Loss of License Benefit Overview -Taxable vs. Non-Taxable Loss of License Benefit Non-Taxable Loss of License Benefit and Imputed Income -Long-Term Disability Options A and B -Decision-Making for Long-Term Disability Options -Contact Information and Additional Resources Actionable Takeaways: -Share this video with fellow Southwest pilots who may benefit from understanding these benefits. -For personalized analysis and guidance on your LOL and LTD coverage, reach out to the Leading Edge Financial Planning team: Charlie: charlie@leadingedgeplanning.com John: john@leadingedgeplanning.com Understanding how your Loss of License and Long-Term Disability benefits work may make all the difference in protecting your income and peace of mind. As always, the team at Leading Edge Financial Planning is here to help you make confident, informed decisions that support both your flying career and your financial future. #PilotMoneyGuys #LeadingEdgeFinancialPlanning #PilotFinance #PilotLife #SouthwestPilots #LossOfLicense #LongTermDisability #RetirementReady #PilotBenefits #SmartMoneyMoves #PilotFamily #FinancialWellness ____________ If you find our videos helpful please give us a "Thumbs Up" and be sure to SUBSCRIBE to our channel to be notified as more videos become available. Contact us at 865-240-2292, or visit our website to learn more about our financial planning services, https://leadingedgeplanning.com/ ____________ Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this video will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Moreover, you should not assume that any information or any corresponding discussions serves as the receipt of, or as a substitute for, personalized investment advice from Leading Edge Financial Planning personnel. The opinions expressed are those of Leading Edge Financial Planning and guests, and are subject to change at any time due to the changes in market or economic conditions.