Recommended Insurance Agents
One of the most important goals I had in creating this site was to be able to recommend businesses that I have personally vetted to my readers. I always found it challenging to determine who I could trust for various needs. Particularly in the financial industry.
Many of you know that I had my own personal disability insurance debacle. So, I do not take this list lightly. Many have been turned down so that I can provide you the truly trustworthy independent insurance agents that you need.
Every insurance agent on this list is an “independent” agent. They can sell products from the “big six” insurance companies that offer true own-occupation, specialty specific definitions of disability. When using this list, I encourage everyone to choose two agents from below. Then, get multiple quotes from each agent. Then, buy the right product for you at the best price. If they provide conflicting information, consider a third agent.
Disclosure: All of the businesses listed below have paid to be sponsors on this site.
If you would like to be a sponsor on this website, click here.
Physician Financial Services is run by Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF. Larry is the founder of Physician Financial Services, a New York- based firm specializing in income protection and wealth accumulation strategies for physicians. He specializes in own-occupation disability and life insurance products, and has written multiple posts on this site. He is an independent insurance agent that can recommend products from multiple companies, which is exactly what you should be looking for if insurance products are needed.
Larry can be reached at (516) 677-6211 or by email to Lkeller@physicianfinancialservices.com.
PKA Insurance Group Inc. / Pradeep K Audho
Pradeep Audho is an independent insurance broker and the owner of PKA Insurance Group Inc. His focus is on Disability and Life insurance. Pradeep has over 14 years of experience providing clients with Disability and Life insurance. He represents all the major Own Occupation disability insurance carriers. Many of his clients are immigrant physicians and he is very experienced with the additional issues they may encounter when purchasing insurance products on a work-visa or as a non-US citizen. You can request a disability quote HERE. And you can also run instant Term Life insurance quotes HERE.
At Pattern, we understand researching disability and life insurance can be overwhelming. That’s why thousands of doctors have trusted us to help them understand the insurance they’re buying.
We have an easy 3 step process to help busy doctors compare and buy disability and life insurance so they can feel confident they have the right policy and that their income and family are protected.
You can contact Pattern at www.patternlife.com
Set for Life is one of the nation’s top independent brokerages specializing in life and disability insurance for physicians and professionals. Since 1993 they have worked with thousands of clients finding the most suitable products at the greatest discounted price.
Set for Life Insurance is run by Jamie Fleischner, CLU®, ChFC®. You can contact Set for Life utilizing their contact page, or by emailing them at firstname.lastname@example.org .
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 email@example.com; or by calling 818.783.6620.
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If you are interested in joining this exclusive list (and are an independent insurance agent without complaints against you), feel free to contact me for details on site sponsorship. Email is editor(at)thephysicianphilosopher(dot)com