Your Financial Partner for Life
We sell insurance—differently!
What’s your life worth? Your family’s lives? Your patients’ lives?
Like you, we believe every life is precious.
That’s why we want to earn the right to be your financial partner for life. We believe your ability to practice high-quality patient care—while taking care of yourself and those you love – is enhanced when you are confident about your personal financial security.
Let Us Invest in You
We practice relationship building first. We seek to fully understand your unique and changing goals, needs and circumstances before providing advice or recommending solutions. If you want highly relevant, detailed, expert guidance throughout your life in medicine, let’s talk.
Do you know what you need to know?
Watch these short educational videos to learn more about how you can achieve greater financial security. (And, enjoy more freedom and power to practice the best medicine possible, experience a lifetime of joy caring for others, and capitalize on all the business and career opportunities ahead.)
In this 7-minute video, Kathy Mueller, a highly experienced independent insurance advisor, explores all of the disability insurance options available for physicians, medical students, residents and other healthcare providers. Kathy reviews a number of important but nuanced ins and outs you need to know to understand which coverage choices are best for you.
Disability Insurance – Language Matters
In this 5-minute video, senior insurance advisor, Dave Serena, digs into the importance of understanding the actual words – the language – in a disability insurance policy. He explains how you can be sure to get the coverage you need by taking care to understand what the insurance companies are actually saying in the insurance contracts they want you to sign
How Much is Enough?
In this 5-minute video, senior insurance advisor, Dave Serena, gives you the information you need to make a sound determination about how much life insurance you actually need to own.
Why Choose an Independent Advisor?
In this 5-minute video, Kathy Mueller, a highly experienced independent insurance advisor, explains what it means to be an independent advisor and the advantages they bring to physicians and other healthcare providers who need to make the best insurance choices possible.