Podcasts featuring Lawrence B. Keller, CFP®

https://financialresidency.com/podcast/winning-tactics-for-finding-the-right-insurance-policy/

Winning Tactics For Finding the Right Insurance Policy

financialresidency.com

We discuss all you need to know about term insurance for physicians. Insurance is a tricky subject affecting residents, fellows and attending physicians, and it’s most likely a topic you are challenged with today.

2018-70941 Exp. 11/20

https://financialresidency.com/podcast/curbside-consult-april-2018/

Curbside Consult with Larry Keller from Physician Financial Services - financialresidency.com

financialresidency.com

Physician term insurance and disability insurance are important topics for our audience– important enough that I decided to have a lingering dialogue about it following our last episode for this Curbside Consult.

http://www.doctorsunbound.com/podcast/protecting-your-most-valuable-asset-how-to-find-the-right-insurance-policy/

Protecting Your Most Valuable Asset: How to Find the Right Insurance Policy - doctorsunbound.com

www.doctorsunbound.com

MORE ON OUR GUEST “Lawrence B. Keller is a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Physician Financial Services, a company dealing exclusively with the financial needs and concerns of members of the medical profession.

Contact Us

Physician Financial Services

250 Crossways Park Drive

Woodbury, NY 11797

Phone:
(516) 677-6211 or Toll-Free at (800) 481-6447

Fax:
(516) 677-7911

E-mail address: Lkeller@physicianfinancialservices.com

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Lawrence B. Keller is a Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), OSJ Address: 355 Lexington Avenue, 9th Floor, New York, NY 10017, (212) 541-8800. Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian.

Physician Financial Services is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member FINRA, SIPC.

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The Registered Representative is not securities licensed in all 50 states. To find out if the Registered Representative is licensed in your state, please contact Theresa Nowak at (516) 677-6245.

Lawrence B. Keller is insurance licensed all all states (CA insurance license #0C37340, MN insurance license #20498309). The material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

Harry R. Wigler and Adam A. Sandman are Field Representatives of The Guardian Life Insurance Company of America (Guardian), New York, NY.

Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.

The associates of Physician Financial Services are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Theresa Nowak at (516) 677-6245.

The information or opinions contained in the Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitition of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall on be conducted by a representative that is registered in the state where the consumer and/or prospective client resides.

2018-70941 Exp. 11/20

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