Recommended Insurance Agents

This page includes my one and only recommended insurance agent as of the moment. The agent listed on this page is a paid advertiser on the site but has been vetted by me. I’ve spent a good amount of time to review his services involving emails, several phone calls, and even an in-person meeting (even though we’re on different coasts).

Term Life & Disability Insurance

Physician Financial Services

Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF has been in the insurance and financial services industry since 1990. Unlike medicine, which has a standardized path that physicians must take to gain the education, training and experience requirements necessary to obtain board certification, the insurance and financial services industry does not. Working with an agent that is familiar with the underwriting of both disability and life insurance policies for physicians can all but guarantee a smooth underwriting process in which the desired outcome is likely. While he might not be a doctor’s first phone call regarding their insurance needs, he is often their last.

 

Insurance Agents – Would you like to be included on this list? Please send an initial inquiry to contact@passiveincomemd.com and we’ll set up a time to talk.