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Physician Financial Services insurance for doctors
Smiling man in a suit and tie

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 underwriting both disability and life insurance policies can potentially minimize any surprises during the process.

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Calculators

You can review interesting calculators on my site.

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Videos

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Considering some important issues now could provide more options in the event of early retirement.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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This calculator can help you determine how soon you can pay off your mortgage.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Use this calculator to determine whether you qualify for the different types of IRAs.

How much would your monthly lease payment be?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck