Recommended Insurance Agents

This page provides a list of recommended insurance agents. All of the agents listed on this page are paid advertisers on the site and have been vetted by myself or the WCI, with an application below that you can review. We appreciate hearing feedback on these advertisers, both good and bad. Thank you for supporting those who support this site and our charitable mission.

Pattern

Pattern provides simplified tools and training to protect doctors finances, families and futures.
We do this primarily in two ways:
– With disability and life insurance – We quote and compare the own-occupation providers that work well for doctors.
– Expert educational webinars and seminars –  We partner with experts in taxes, job search, legal issues, and debt… to provide valuable honest content for residents, fellows, and  and early career physicians.
We want to help doctors eliminate confusion, defeat misinformation and guide them in the next steps to take financially.

 

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.

Set For Life Insurance

 

Jay M. Weinberg, CLU, ChFC

Jay M. Weinberg, CLU, ChFC

Jay Weinberg, CLU, ChFC lectures to over 100 residency and fellowship programs on the following topics: Disability Insurance, Student Loan Strategies, Tax Filing Considerations, Life Insurance, Home Ownership and Retirement Planning.  Jay has been in this line of work since 2000 and represents over 20 insurance companies. Jay specializes in Disability Insurance for Physicians and has access to special underwriting programs and policy discounts throughout the country.  Feel free to contact Jay at (609) 645-3900 or via email at My News List.
Jay Weinberg Vetting Application

 

 

Dr Disability Quotes

 

 

Kaplan Financial

Kaplan Financial is the place to go for objective and experienced financial advice, discounted rates on individual disability insurance, and a long-term commitment of superior service. I invite you to contact Robert Kaplan, CFP® today by visiting his website at www.KaplanFinancial.net; email at My News List; or by calling 818.783.6620.

Physician’s Disability Insurance Agency