Disability insurance (private or employer-provided) replaces part of your income when you cannot work due to illness or injury. Short-term plans cover brief absences; long-term plans begin after a waiting period and can pay for years or until retirement. Key differences include benefit percentages (commonly 50-70% of pre-disability earnings), elimination periods, and definitions such as own-occupation vs any-occupation. Tax treatment hinges on who pays premiums. Review policy terms carefully and consult a licensed agent.
What is disability insurance?
Disability insurance protects your income if an injury or illness prevents you from working. Private plans and employer-sponsored policies fill the gap between your lost wages and ongoing expenses. They work alongside public programs such as Social Security Disability Insurance (SSDI).
Types and typical durations
Short-term disability (STD)
Short-term disability usually replaces a portion of income for a limited period after an illness or accident. Typical benefit windows range from a few weeks to several months; some plans extend up to a year or more depending on the insurer.
Long-term disability (LTD)
Long-term disability covers longer absences, often beginning after the STD period or a specified waiting period. LTD policies can pay for several years, to retirement age, or for life in some contracts. Elimination periods and maximum benefit terms vary by plan. 1
How much will it pay?
Private disability policies generally replace a portion of your pre-disability income rather than the full amount. Common replacement ranges are roughly 50%-70% of earnings (many plans use around 60%); employer plans often cap benefits at a fixed dollar amount. Exact amounts and caps depend on the policy, your occupation, and your salary. 2
Waiting (elimination) periods
Most policies include an elimination period - the number of days between the disability event and when benefits begin. For STD this can be immediate or a few days; for LTD it often ranges from 30 to 180 days (some policies use 90 days as a standard). Longer elimination periods typically reduce premium cost. 3
Key policy features to compare
- Own-occupation vs any-occupation: Own-occupation policies pay if you cannot perform your specific job. Any-occupation policies pay only if you cannot perform any reasonable job for which you are qualified.
- Non-cancelable and guaranteed renewable: Non-cancelable means the insurer cannot raise your rate or cancel coverage (subject to premium payments). Guaranteed renewable generally prevents cancellation but allows rate changes by class.
- Benefit offsets and integration: Employer plans may offset benefits by amounts from Social Security or employer sick-pay. Read exclusions and cost-of-living adjustments.
Tax treatment
Taxation depends on who pays the premium. If your employer pays premiums with pre-tax dollars, benefits are generally taxable. If you pay premiums with after-tax dollars, benefits are usually received tax-free. Check current IRS guidance for your situation. 4
How to choose
Match coverage to your income needs, job risk, and savings. Compare elimination periods, benefit percentages, definition of disability, offsets, and renewability. Consult a licensed insurance agent or financial adviser to review plan specifics and how private coverage interacts with SSDI and other benefits.
- Confirm typical short-term disability maximum durations across major U.S. insurers and employer plans.
- Verify commonly used replacement ratios (50%-70%) and whether 60% is the most typical figure for private/employer plans.
- Confirm standard elimination period ranges and the frequent use of a 90-day elimination period for long-term disability.
- Verify current IRS guidance on taxation of disability benefits depending on who pays premiums.
- Check SSDI timelines and eligibility descriptions to ensure accuracy for 2025.