At The Prudent Plastic Surgeon, my goal is to help you navigate your financial well-being. This includes referring you to honest, independent insurance brokers that will help you get the right insurance for the right price.
To do this, many of the products and services featured here and through the site may be from our affiliates and partners. Sometimes this means that I get paid when you use their services, at no extra cost to you.
I only will ever recommend financial resources that I have personally used or have vetted extensively and would choose to use myself!
Physician Financial Services
Larry Keller CFP, CLU, ChFC, RHU, LUTCF of Physician Financial Services has been an advocate for physician financial education for a long time. He has lectured to physicians nationally and even gave me my first copy of The White Coat Investor. He specializes in term life and own-occupation disability insurance. Click here to request a disability insurance quote today!
Contact Info:
(516) 677-6211
[email protected]
https://www.physicianfinancialservices.com/
PearsonRavitz
PearsonRavitz empowers physicians to protect life’s most valuable financial assets — their income — and life’s most important people —their families. The company is led by its founders, Stephanie Pearson, MD, FACOG and Scott Ravitz. Injured in the prime of her career, Stephanie took an unexpected journey to becoming an advocate and advisor for physician insurance. Scott, a longtime broker and insurance expert to the medical community, was a natural advisor and behind-the-scenes colleague for Stephanie. The partnership of PearsonRavitz wields the duo’s powerful combined skill set — and has made them sought-after experts on the basics and nuances of disability and life insurance for doctors.
Set For Life
Set For Life Insurance is a national leader in helping thousands of physicians and professionals with their life and disability insurance needs. They have the largest portfolio of available exclusive discounts in the country. As independent brokers, they shop around and help compare plans to find the most suitable policy at the best available price. Visit Set for Life today for a quote.
Pattern
At Pattern, we believe that as doctors make better decisions, lives are changed.
That’s why we work with the “Big Six” insurance companies, who sell the only kind of disability insurance that you need: true own-occupation. Our data-driven approaches to selecting and individualizing your policy have helped over 20,000 doctors find disability coverage, which equates to over $1 billion in protected income.
We’ll set up a meeting for you and one of our agents, and they’ll help you understand the details of each policy. Once you’ve found the right policy, you’re covered for any surprise life throws your way!
Explore your options here!
Panacea Financial
Panacea Financial takes a new approach to educating physicians and medical students in the world of insurance without any jargon filled sales pitch, no steak dinners – instead they personally walk you through what you need as a student, resident, fellow or an attending and shop the market for your best options.
Here is their process:
- Answer an 8 question survey (information is not sold)
- Panacea shops the market with >10 insurance companies
- They share your options with you and help you pick your best option
Get your free insurance consultation here for doctors, by doctors.
Want to find out what other doctors are saying about Panacea Financial? Read their reviews here.