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 again at this year's Physician Wellness and Financial Literacy Conference (WCICON22). While he might not be a doctor's first phone call regarding their insurance needs, he is often their last.    

 

 

 

 

 

 

 

 

 

 

 

 

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