Category: Business and Financial Resources for Physicians and Healthcare Providers

Policies for individual business owners, employees, and self-employed professionals:

For individual business owners, employees, and self-employed professionals: Life insurance  Disability income insurance Business overhead insurance Long-term care insurance Immediate and deferred annuities Professional liability insurance Medicare supplements International travel temporary medical insurance Read More

Life Insurance Policy Reviews

Comprehensive Review of Permanent life insurance: Conducted by: Independent third party – industry leader Checks for: Adequate funding Performance as projected Fair pricing Sufficient protection Criteria for evaluation: Financial strength and claims-paying ability Cost competitiveness Pricing stability Relative policy value… Read More

Insurance policies for corporate directors, officers, and executives:

You can indemnify your corporation against potential losses due to death, disability, legal and fiduciary misconduct, and public disgrace/adverse media exposure. Coverages include: Key Person Life insurance: Your company can receive cash quickly in the unfortunate death of a key… Read More

Life insurance for men and women who represent a higher underwriting risk

Life insurance for men and women who represent a higher underwriting risk due to health, lifestyle, personal record, or other factors: You can purchase a competitively priced policy through a highly specialized “impaired risk” brokerage and consulting team. Virtually all… Read More

Life Insurance Policy Audits

An audit is simply a check-up on your life insurance policy to make sure it is doing its job. It doesn’t require much of your time and costs you nothing, yet it gives you the peace of mind you expect… Read More

Customized disability insurance policies.

You can secure your earnings, and that of your professional practice, through a combination of traditional and special market policies. Coverages include: Physicians & Surgeons Disability Plan: Provides sufficient protection for your high monthly income. Contract Guarantee Disability Insurance: Secures… Read More

Customized asset-protection plans.

A variety of legal and financial tools are available to protect your assets from creditors, as well as from politicized government and financial institutions. These are commonly referred to as “Infinite Banking,” “Private Banking,” and other terms. They can utilize… Read More

Customized life insurance policies.

You will receive high-end, personalized expert assistance in meeting all your insurance needs related to estate preservation, estate equalization, business planning, legacy planning, and charitable giving. Competitive rates are available for men and women who represent a higher underwriting risk… Read More