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Infographic: Major Career Stages


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Family physicians often face hefty student loans and the potential for a high income. This infographic highlights the need to secure your financial future from early career stages to retirement.
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By |September 18th, 2023|Uncategorized|Comments Off on Infographic: Major Career Stages|

Balancing Your Tax Exposure Using Life Insurance

Thanks to one of our partners at Ash Brokerage, you can use this example to see what it might look like if you only have nonqualified assets and how life insurance can help create a bucket of tax-free money to improve overall financial success. Give us a call today at (800) 325-8166 to learn […]

By |August 31st, 2023|Family Docs, Family Medicine, Life Insurance, Life Insurance, Uncategorized|Comments Off on Balancing Your Tax Exposure Using Life Insurance|

Know the Advantages of Group Disability Insurance

Does the thought of getting by without a paycheck for an extended period of time worry you? Disability Insurance can give you the peace of mind you need. Contact us to schedule a free consultation to discuss Disability Insurance today.

By |August 17th, 2023|Disability Protection, Established Physician, Family Medicine, Insurance, Medical Students, Residents, Uncategorized, Young Physician|Comments Off on Know the Advantages of Group Disability Insurance|

No One Can Replace You

Protect your family from the unexpected. Schedule a free consultation to learn how!

By |July 26th, 2023|Family Docs, Family Medicine, Life Insurance|Comments Off on No One Can Replace You|

Disability Insurance for Young Physicians

It’s important to get coverage while you’re still young.

As a young professional, you’ve worked hard by applying yourself to everything you do. You thrive by embracing the changes you know life brings. Yet having a job is only the first step toward achieving stability–because not all of life’s events can be predicted. As you […]

By |June 5th, 2023|Disability Insurance, Family Medicine, Uncategorized|Comments Off on Disability Insurance for Young Physicians|

Infographic: Now May Be The Time

h2.entry-title { display: none !important; } Now May Be The Time Disability Insurance provides you with a portion of your income if a covered illness or serious injury prevents you from working and earning a living. Keep in mind, everyday expenses like mortgage or rent, utility bills, credit card bills and loans payments don’t stop […]
By |May 23rd, 2023|Disability Insurance|Comments Off on Infographic: Now May Be The Time|

Protect Your Family With The Ultimate Act of Love

5 reasons why Life Insurance is the ultimate act of love. Watch this video to learn more.

By |May 10th, 2023|Disability Insurance|Comments Off on Protect Your Family With The Ultimate Act of Love|
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    It’s Never Too Early To Protect Yourself With Disability Insurance [Video]

It’s Never Too Early To Protect Yourself With Disability Insurance [Video]

Disability Insurance is there to help you when the unexpected happens. Michael was prepared, and you can be too.

By |April 24th, 2023|Disability Insurance|Comments Off on It’s Never Too Early To Protect Yourself With Disability Insurance [Video]|

How to Manage Your Financial Advisor

 

According to a recent Harris Poll, more people are turning to Financial Advisors for professional advice. This was attributed, in part, to the pandemic, which created financial challenges for many people. If you already have a Financial Advisor, or plan to enlist one, you will want to consider the best way to manage them.

First, […]

By |October 13th, 2022|Uncategorized|Comments Off on How to Manage Your Financial Advisor|

Socially Responsible Investing — Profiting with Purpose

Investing a portion of your income to increase your earnings is a vital aspect of any financial plan. For many thoughtful investors, however, their analysis doesn’t stop at performance, or even emphasize the traditional distinctions between small and large-cap funds and the associated risk.

For these investors, there are additional considerations that rank as high […]

By |May 26th, 2022|Uncategorized|Comments Off on Socially Responsible Investing — Profiting with Purpose|