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

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 Insurance Application

 

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 Application

 

MD Financial Services

MD Financial Services Scott Nelson-Archer, and his team 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 “True Own Specialty” disability contracts that pay 100% when you are unable to perform the duties of your specialty.  Designing the right policy for each Individual Physician with a Fixed or Laddered Term Life strategy can help 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!

 

Kaplan Financial

Kaplan Financial Robert Kaplan, Certified Financial Planner™, specializes in serving the unique financial planning and disability insurance needs of physicians, providing insight and guidance throughout their medical careers. Founded in 1990 and serving a growing clientele of over 2,500 physicians nationwide, Kaplan Financial, and it’s team of advisors, is a recognized sales leader among disability and life insurers, enjoying unparalleled access to underwriters, special programs and discounts designed specifically for physicians at every stage of their careers, from residency through retirement. Kaplan Financial is the place to go for objective and experienced financial advice and high quality individual disability insurance. Kaplan Financial Application

 

The Disability Doc

Chris Wimberly, at The Disability Doc, has helped hundreds of physicians protect their income.  As an “independent agent”, he works for you and not on behalf of any carrier. Chris brings a fresh and unique approach to the table.  He is a master at “Specialty Specific” Own Occupation coverage and has worked hard to simplify the process of selecting a plan. In addition, The Disability Doc offers a plethora of resources and videos to help you navigate your options.  And of course… Chris also has access to exclusive nationwide discounts to help you save significant money on your plan! The Disability Doc 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 Application

 

BattDouglas Financial Group

The BattDouglas Financial Group provides comprehensive specialty specific disability and life insurance planning for physicians. Your specialty, age, gender, health, hobbies and state of residence all make a difference in deciding which insurance company will best fit your needs. As an independent agency specializing in insurance for physicians, we work with multiple companies to provide unbiased comparisons from highly-rated insurance providers. We work with insurance companies that offer own-occupation disability insurance policies for the best protection of your specialty. We have access to industry leading discounts and unisex rates – saving money on your premiums for years to come.

Loyall Group

Loyall Group is a nationwide, niche insurance firm that specializes in working alongside you to seamlessly satisfy your insurance needs. Our disability and life applications are done completely paperless by way of electronic e-applications. Next bit of great news? You don’t have to worry about researching the best deal. We will do that for you. We pride ourselves in that we represent all of the top insurance companies in the industry. Contact [email protected], or call direct at 972.503.5125.  Loyall Group Application

 

 

 

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