Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF
There is certainly no shortage of insurance agents and/or financial advisors who work with or want to work with physicians. However, the one thing that cannot be replicated is experience. Working with an Insurance Agent familiar with the underwriting of both disability and life insurance policies can potentially minimize any surprises during the process.
Lawrence B. Keller was named one of America's Top 100 Financial Security Professionals and Best-In-State for New York*