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Since 1993, Set For Life Insurance has been a national leader in helping thousands of physicians with their disability insurance needs. They have the largest portfolio of available exclusive discounts in the country. Set for Life also has the largest availability of unisex rates nationwide helping women save significantly. As independent brokers, they shop around and help compare plans to find the most suitable policy at the best available price. Jamie Fleischner, President of Set for Life, is known for her responsive, knowledgeable, and down to earth manner when working with her clients. Jamie is a 4th generation Denver native, and enjoys spending time with her family, her dogs, traveling, running, hiking, and giving back to the community. She is a 1st degree blackbelt in Taekwondo.
Contract Diagnostics is the country’s only firm 100% dedicated to Physician Contract Reviews. Their proprietary review process focuses around educating their Physician clients on how to negotiate and ask for things, what specifically to ask for, and an overall view of the ‘deal’. Not a law firm, they provide overall ‘deal’ advice in a much more comprehensive manner than a traditional lawyer would. While their attorney’s review every contract, it is presented in a much different way based on your specific situation. Private Practice vs Hospital employed? Hospitalist vs Trauma Surgeon? California vs Florida…they are familiar with all the nuances of each specific situation and would love to help with yours. www.contractdiagnostics.com
Johanna Fox Turner, CPA, CFP ® , RLP ® is the founder of Fox & Co. CPAs, Inc. and Fox & Co. Wealth Management, a fee-only financial planning and investment management firm for doctors. She has 35 years of experience advising HNW clients on wealth protection, comprehensive financial planning, multi-state tax services, estate planning, business consulting, and succession planning. Both firms provide virtual Fixed Fee and hourly advice to clients throughout the USA and Mexico. If you’re too busy to juggle multiple advisors and want to clarify your finances, schedule a free consultation here.
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. www.physicianfinancialservices.com
Pradeep Audho is an Independent insurance broker and the owner of PKA Insurance Group Inc. He focuses on disability and life insurance. He represents most of the major disability insurance carriers. You can request a disability quote here. Quotes will be provided within 24-36 hours. His website has an instant quote engine for term life insurance rates from over 30 carriers. Click here to run an instant term life quote. Many of his clients are immigrant physicians and he understands the additional issues they may encounter when purchasing insurance products if in the US on a work-visa or as a non-US citizen.
Scott Nelson-Archer, CLU, ChFC and Ryan Poindexter CFP, CLU, ChFC have 25 years of experience helping thousands of physicians around the country protect their future with disability income insurance and low cost life insurance. We offer “Own Specialty” disability contracts that pay when you are unable to perform the duties of your specialty, even if you retrain for another specialty or occupation. We pride ourselves on designing the right policy for each individual physician. For example, dual waiting period disability insurance may work better for your situation and save you money. Likewise with Term Life Insurance a laddered term life strategy can protect your family the right way and save you thousands in premiums over the years. Our 25 years of experience working with Physicians around the country cannot be matched!
Curbside Real Estate is a concierge brokerage that specializes in connecting physicians, many of whom have recently completed their residency programs or fellowships, with the best home loan program for them and a carefully-vetted real estate agent, effectively eliminating the guesswork and frustration commonly associated with buying a home.
The mission of Curbside Real Estate is twofold. Its primary mission is to allow physicians to focus more on their profession and families, and less on the stresses of buying a home, by streamlining the process. Its secondary mission is to give back by creating homes for underprivileged children.
CAPFUNDR is a new way to invest in real estate funds without going through brokers or paying their fees. We do the homework for you and select funds with strong management teams, proven track records, and clear, sensible strategies. We also manage some of our own funds, in areas where we have a particular expertise. You select the funds that fit your investment style, your return expectations, and your risk tolerance. We track their performance and keep you fully informed about your investment.
LeverageRx is an online financial marketplace for physicians, dentists and other medical professionals looking for personal financial help. The platform offers unbiased reviews and comparisons of products and services relevant to medical professionals including physician mortgage loans, physician contract review, physician disability insurance, life insurance for physicians, physician student loan refinancing, physician relocation services and medical practice loans. To ask a financial question and get qualified advice from experts across the country, visit LeverageRx.
Anjali Jariwala is a CPA and CFP® with a decade of success in tax consulting and financial planning. She founded FIT Advisors to combine these two skill sets and elucidate tax implications during financial planning. Frustrated by the way many financial planners push products with hidden fees and commissions, Anjali decided to exclusively use evidence-based investment strategies (such as DFA funds) and a transparent fee-only structure to eliminate any conflicts of interests. She utilizes the most powerful tools in the industry to save clients time with the option to have virtual meetings. In recent years, Anjali has developed expertise in meeting physicians’ needs by addressing issues for her husband and their many friends & family in medicine. Today, she specializes in serving physicians and business owners. Anjali takes a holistic approach as a financial life planner, helping clients discover their goals and build a secure future.
VISTA Staffing Solutions is a leading provider of short-term locum tenens, extended placements, and permanent physician search services and is headquartered in Salt Lake City, Utah. It operates across the United States and Internationally. VISTA Staffing Solutions was founded in 1990 as a temporary physician and locum tenens staffing company and has diversified to offer full physician staffing solutions designed to provide hospitals, medical practices, and government agencies with optimum staff. Through the company website – vistastaff.com – locum tenens physicians are able to search for current positions, in wide range of settings, across all states and internationally, contact the expert recruitment team, and learn more about VISTA and its approach to staffing.