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.

 

Dr Disability Quotes

DrDisabilityQuotes.com Bob Bhayani, MBA is managing partner for a truly independent provider of disability insurance planning solutions to the medical community nationwide. Bob lectures at hospitals and faculties regarding creation of income protection and risk management solutions. Bob specializes in working with residents and fellows to set up sound financial and insurance strategies. Bob leverages his decades worth of relationships with top insurance companies to deliver discounts to all eligible applicants. DrDisabilityQuotes .com is an interactive website where physicians are able to gain a wealth of knowledge regarding disability insurance and run instant life insurance comparison quotes from various companies. Dr Disability Quotes Vetting Application

 

Kaplan Financial

Kaplan Financial Robert B. Kaplan, Certified Financial Planner™, founder and President of Kaplan Financial, specializes in serving the unique disability insurance needs of over 2,500 physicians nationwide. Robert, who founded the firm in 1990, is a former CPA with Ernst & Young and has been married to a practicing physician for over 25 years. Robert is a recognized sales leader among disability insurers. He works with a broad range of insurers to find the best combination of policy features, cost, and financial strength for you. As a result, he is able to make informed recommendations based on objective research and your individual needs.

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 [email protected]; or by calling 818.783.6620.

Kaplan Financial Vetting Application

 

Physician’s Disability Insurance Agency

At Physician’s Disability Insurance Agency, we specialize in one thing – helping residents and physicians protect the remarkable investment of time, effort, and resources they pour into their careers. We’ll help you secure an own occupation disability insurance policy that guarantees your future income, even if you suffer a disability that prevents you from practicing within your specialty. Because we’re independent, we can provide custom quotes comparing multiple policies from the most dependable insurance carriers. Our experienced agents have helped thousands of residents and physicians obtain disability insurance through our convenient, efficient, and transparent process. Call us at 800-518-1190 or request quotes online.

Physician Disability Insurance Agency Vetting Application

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

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. Set for Life Vetting Application