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, get multiple quotes from each agent. Then, buy the right product for you at the best price.
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Physician Financial Services
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 [email protected]
Pattern Insurance
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
