This page includes my top recommended insurance agents as of the moment. The agents listed on this page are paid advertisers on the site but have been vetted by me. I’ve spent a good amount of time to review their services involving emails, phone calls, and even in-person meetings when possible (even though they are on different coasts).
Term Life & Disability Insurance
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 firstname.lastname@example.org and we’ll set up a time to talk.