Broker Check

Business & Disability

Buy-Sell Agreements

We help structure and fund buy-sell agreements for private practices, ensuring smooth transitions during retirement or disability.


Disability Income Insurance

Tailored for physicians, these policies include Own Occupation Riders, Catastrophic Disability Riders, and inflation protection.


Disability Overhead Expense

Covers office overhead costs in the event of a physician’s disability.

Disability Buy-Sell Plans

Using non-qualified life insurance products, physicians can accumulate cash value to buy out partners in the event of disability. We assess needs and recommend suitable plans based on practice demographics.


Disability Retirement Contributions

Ensures continued retirement contributions during periods of disability.

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