Insurance | Life, Disability, Business Overhead

Maximize Your Wealth By Avoiding Costly Permanent Life Insurance

Many doctors have fallen for an aggressive sales pitch and purchased whole or universal life insurance. But there are many pitfalls to this decision; read on for our top five.

Insurance | Life, Disability, Business Overhead

How To Get Tax-Free Disability Income

Dentists and specialists have a higher risk of becoming disabled compared to other professions, which is why it’s so important to carry disability insurance until you can self-insure. But in the event of disability, do you know how your income benefits will be taxed?

Insurance | Life, Disability, Business Overhead

After COVID-19: 10 Strategies To Get The Life, Disability, And Business Overhead Insurance Coverages You Need For Less

Record-high payouts from COVID-19 have sparked double digit increases in life, disability, and business overhead premiums. Here’s how you can obtain the coverages you need to protect your family, while saving thousands of dollars in unnecessary premium costs.

Insurance | Life, Disability, Business Overhead

Why Your Practice Should File A Business Interruption Insurance Claim

Business interruption insurance typically applies when revenue loss is due to physical damage...but there are several reasons it's worth finding out if your coverage will help reimburse losses due to the coronavirus.

Insurance | Life, Disability, Business Overhead

Beware Of The Hottest Thing In Life Insurance—Indexed Universal Life

The promise of a “can’t lose” investment has caused indexed universal life to surge in popularity. But that’s a promise easily broken, and there’s a better approach than investing in these high-fee, low-return policies.

Insurance | Life, Disability, Business Overhead

How To Get The Most Out Of A “Losing” Life Insurance Policy

Doctors often come to us for help after they’ve been sold expensive whole life policies as an “investment.” Here’s what we tell them, including 3 strategies to consider.

Insurance | Life, Disability, Business Overhead

Winning The Disability Insurance Claim Battle

If a disability event strikes you, don't prepare to file a claim. Instead, prepare to fight a battle!

Insurance | Life, Disability, Business Overhead

Three Rules For Maintaining Cost-Effective Disability Insurance Coverage

Are you paying disability insurance premiums with no chance of ever receiving the benefits?

Insurance | Life, Disability, Business Overhead

Low Returns Driving Up Insurance Premiums; What To Do?

We often find new clients spending $13,000-$23,000 MORE than they should be on premiums each year!

Insurance | Life, Disability, Business Overhead

Should You Buy Whole Life Insurance To Protect Against A Stock Market Decline?

Here are several reasons why you shouldn't be fooled by an agent's sleek presentation and fancy growth charts.

Insurance | Life, Disability, Business Overhead

How To Get The Life, Disability, And Business Overhead Insurance Coverages You Need While Saving Thousands

Before renewing your insurance policies, review these 10 strategies to avoid paying for coverage you don’t need!

Insurance | Life, Disability, Business Overhead

How to Evaluate When to Drop a Losing Life Insurance Policy

Don’t let a smooth talking insurance salesman prey on your fears to overpay.

Insurance | Life, Disability, Business Overhead

Pay Life And Disability Insurance Premiums By Automatic Draft

Don’t let your insurance policy lapse; pay your premiums automatically. Here’s why.

Insurance | Life, Disability, Business Overhead

Investment Decline Increases Insurance Needs

How do you determine how much life insurance you need?

Insurance | Life, Disability, Business Overhead

Survey Reveals Doctors Making Mistakes With Disability and Business Overhead Insurance Coverages

Are you underinsured despite paying high premium costs?

Insurance | Life, Disability, Business Overhead

What’s the Right Life Insurance Coverage for You?

We’ve found that many doctors are underinsured for life insurance, often have the wrong type, and pay excessive premiums.