He May Not Be Your First Call for Disability Insurance, But He'll Likely Be Your Last | Larry Keller, CFP
The Direct Care Derm10/10/24 • 66 min
Episode 033 | Larry Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF (oh my!) of Physician Financial Services is a great person to know if you're in the market for disability insurance. If you're a physician and have never even thought about or heard of disability insurance, he's an even better person to know.
There is 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 the underwriting of both disability and life insurance policies can potentially minimize any surprises during the process.
Larry spoke at the 2022 Physician Wellness and Financial Literacy Conference (WCICON22) and is a frequent contributor to White Coat Investor.
While he might not be a doctor's first phone call regarding their insurance needs, he is often their last.Tune in to hear Larry's story and learn about the vital role disability insurance plays in a physician's overall financial health.Connect with and learn more about Larry Keller, CFP, and Physician Financial Services
💰 Physician Financial Services More from Dr. Lewellis
Need a dermatologist? Fill out this short interest form, text or call me at 715-391-9774, or email me at [email protected] if you'd like to have a no obligation discovery call. I can do in office and virtual care in WI and virtual care in MN, IL, NE, AL, and CO.
Have an idea for a guest or want to be on the show yourself? Send me a text or email, and we'll see if it's a good fit.
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Please note: This podcast is intended for general public use and is for informational purposes only. The Direct Care Derm is not affiliated with or endorsed by Park Avenue Securities, Guardian, or Physician Financial Services and opinions stated are their own. Lawrence B. Keller is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 355 LEXINGTON AVE, 9TH FLOOR, NEW YORK NY, 10017, 212-2611850. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Physician Financial Services is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #0C37340, AR Insurance License #1057229. 2024-179969 Expires 8/2026
There is 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 the underwriting of both disability and life insurance policies can potentially minimize any surprises during the process.
Larry spoke at the 2022 Physician Wellness and Financial Literacy Conference (WCICON22) and is a frequent contributor to White Coat Investor.
While he might not be a doctor's first phone call regarding their insurance needs, he is often their last.Tune in to hear Larry's story and learn about the vital role disability insurance plays in a physician's overall financial health.Connect with and learn more about Larry Keller, CFP, and Physician Financial Services
💰 Physician Financial Services More from Dr. Lewellis
Need a dermatologist? Fill out this short interest form, text or call me at 715-391-9774, or email me at [email protected] if you'd like to have a no obligation discovery call. I can do in office and virtual care in WI and virtual care in MN, IL, NE, AL, and CO.
Have an idea for a guest or want to be on the show yourself? Send me a text or email, and we'll see if it's a good fit.
🩺 Above & Beyond Dermatology
👨⚕️ Subscribe to my newsletter and get a free gift!
🔗 Biolinky: All the links in once place
🎬 YouTube
🎶 TikTok
🐦 Twitter/X
🧠 Change Your Mind, Change Your Life
🥼 SoMeDocs (Doctors on Social Media)
🎙️ The Direct Care Derm Podcast
🐕 Pippa!
Please note: This podcast is intended for general public use and is for informational purposes only. The Direct Care Derm is not affiliated with or endorsed by Park Avenue Securities, Guardian, or Physician Financial Services and opinions stated are their own. Lawrence B. Keller is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 355 LEXINGTON AVE, 9TH FLOOR, NEW YORK NY, 10017, 212-2611850. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Physician Financial Services is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #0C37340, AR Insurance License #1057229. 2024-179969 Expires 8/2026
10/10/24 • 66 min
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