Insurance Resources

So You’re a Member, Now What?

This 14 minute clip goes over some of the benefits of being a member.


Term Life Insurance: Why Is This Important to You?


Disability Insurance

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.


Podcast: Physician Financial Wellness Matters

This podcast helps you reduce financial stress and avoid burnout

Because financial anxiety is one of the primary drivers of physician depression, burnout, and suicide, a third-year medical student has created Financial Wellness for Physicians course available to students at the School of Medicine and Public Health at UW-Madison.

In this series of podcasts, course co-creator Rufus Sweeney speaks with former Wisconsin Medical Society COO, Peter Welch, about each of the course modules.