Recommended Insurance Agents

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

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.

 

The Disability Doc

Disability Insurance is complex. Given the many features, riders, discounts, medical underwriting, financial underwriting, future increase considerations, timing strategies, etc. that can be applied, it is surely not a one size fits all insurance program by any means.

At The Disability Doc, our mission is to make the complex simple by working on your behalf to narrow down your options and create a plan specifically designed for your personal needs.  We are a small team of dedicated professionals who do not work for any carrier—meaning you will never be “sold” a run of the mill insurance policy and will never be just a “number.”  With years of experience in the disability insurance niche, we can facilitate the process of choosing a carrier that has strong financial ratings, solid plan provisions, trustworthy contract language and the best discounts available nationwide.  We make your plan selection and application process smooth and efficient, so that you can feel confident knowing your policy is tailor-made to secure your financial future. For more details please visit us here. We’re here to help!

 

 

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.