Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF

There is certainly no shortage of insurance agents and financial advisors who work with—or want to work with—physicians. However, one thing that cannot be easily replicated is experience.

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With over 36 years of experience specializing in insurance planning, I understand the nuances of disability and life insurance underwriting and the challenges physicians may encounter. This experience allows me to anticipate potential issues, help minimize unexpected surprises, and guide clients through the application process more effectively.