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.
Physician Financial Services
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
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 [email protected].
Jay Weinberg Vetting Application
Dr Disability Quotes
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.
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.