FYI: For Your Insurance

Is your group disability insurance good enough?

This is the perfect time to evaluate your disability protection, determining if you’re adequately covered and address any potential holes or gaps in your coverage.…
Read More

Hybrid Policies Shine in Addressing Long-term Care Concerns

Despite long-term care insurance being so costly, I remain steadfast that long-term care protection is paramount to your financial plan! The facts speak for themselves; longtermcare.gov and the AARP agree, 70 percent of people 65 and older will require long-term care and meeting that need will continue to become more expensive.…
Read More

Cyber Liability Trends Continue in 2022

As companies shifted to more virtual work, cybercriminals took advantage of every slight vulnerability. So, let’s review some cyber security basics, specifically focusing on why health care professionals and organizations are the most vulnerable to cyberattacks, what their greatest vulnerabilities are and what risk mitigation you must have in place to even qualify for insurance these days.…
Read More

Your 2022 Tax Strategy

Tax laws feel like stepping into quicksand lately, don’t they? Trying to understand if, when and how the tax laws will change can make you feel like the floor will fall out from under you at any moment. (Particularly at tax time.) This is especially true if you’re a high earner or have accumulated a significant nest egg. …
Read More

Lower Health Insurance Costs with Strategy and Unique Offerings

I had the chance to help create another opportunity for health care providers, the Wisconsin Medical Society Welfare Benefit Trust (WMSWBT) or the Association Health Plan (AHP). This year I was able to negotiate with our carrier partner, WPS, to lower our rates for all new groups. This has shown significant cost reductions for groups by decreasing their premium rates (up to 40% for some areas).…
Read More

Why Residents Need Disability Protection

As a resident or fellow, your biggest asset is quickly becoming your ability to earn an income. Until you become independently wealthy and can sustain a loss of earning power without consequence, it is imperative to have disability protection.…
Read More

WisMed Assure Changing of the Guard

If you’ve ever witnessed a changing of the guard at Arlington Cemetery or in front of Big Ben, you know it’s a serious event and poignant image of respect and protection. We have had a changing of the guard at WisMed Assure this past year with four of our more than 25 year veteran agents retiring – that’s more than 100 collective years in the service of protecting physicians and health care organizations from economic and reputational harm.…
Read More