Physician Financial Services

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

 

There is certainly no shortage of insurance agents and/or financial advisors that work with or want to work with physicians. However, the one thing that cannot be replicated is experience. Working with an Insurance Agent that is familiar with the underwriting of both disability and life insurance policies can potentially minimize any surprises during the  process.

Larry spoke at the 2022 Physician Wellness and Financial Literacy Conference (WCICON22) and is a frequent contributor to www.whitecoatinvestor.com While he might not be a doctor's first phone call regarding their insurance needs, he is often their last.    

 

 

 

 

 

 

 

 

 

 

 

 

Lawrence B. Keller was named to as one of America's Top 100 Financial Security Professionals (2023) and Best-In-State for New York*