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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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Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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How much do you need to save each year to meet your long-term financial goals?

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Compare the potential future value of tax-deferred investments to that of taxable investments.

How much can you afford to pay for a car?

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