Our Insurance and Financial Services

When deciding on disability insurance, doctors need to make sure that they understand the insurance process and are not confused by the steps involved. We provide all of our clients with a step-by-step explanation of what occurs when viewing and using our disability insurance service. Our goal is to ensure that you get the right benefit amount from your insurance in accordance with your income. Our process will ensure that you know how much you are eligible for if you have to make a claim.

  • Own Specialty Disability Insurance For Doctors
  • Business Overhead Planning
  • Retire TaxFree
  • Business Valuations
  • Health Insurance
  • Life Insurnace
  • Key Man Insurance
  • Estate planning
  • College Savings Plans
  • Spousal Insurances

We make everything easy, safe, and secure.

The Application Process

The Application process takes 10-15 minutes and is completed over the phone.  All you need is a telephone and access to your computer, we’ll do the rest.

During the underwriting process you will have access to our secure client portal system, which will provide you with an up to the minute status of your application with full access to your quotes and completed applications. In addition, you can securely upload personal documents such as tax returns, W2’s, and medical records – offering you a secure communication portal that doesn’t exist with other Insurance Agencies.  Once your policy is active you will have full access to your policy through our portal system so you no longer need to worry about keeping a paper file at home.

Looking After Our Clients

Once the process has been completed, all you need to do is sit back and relax. We will do the rest of the work for you.
If you have any further questions regarding our service or need to make a claim in the future, all you need to do is give us a call. We are dedicated to providing excellent customer service. We believe in being able to help you through the process to ensuring the security of your financial future.