Are you a resident or fellow physician looking to navigate the medical screening process for disability coverage with ease? In this episode of Cover Your Assets, host Billy Gwaltney reveals the streamlined procedure for securing private specialty or occupation disability coverage and how it's been simplified to require minimal time and effort.

Walk through the electronic and phone-based medical screening process for trainees and attendings (highlights: time-saving benefits and the waived need for insurance physicals), gain valuable insights into the importance of having the right definitions and trainee discounts, and understand how brokers advocate for clients to influence underwriters and navigate the process seamlessly.

Episode Highlights:

The streamlined electronic and phone-based medical screening process for trainees and attendings. (00:40)

Insight into the timeline for processing applications and the role of brokers in influencing underwriters. (3:21)

The significance of having the right definitions and securing trainee discounts for disability coverage. (4:13)

How to effectively work with a specialist broker to ensure a smooth and quick process. (4:48)

The Cover Your Assets Podcast is on a mission to help physicians like you get their disability insurance right. You’ve spent years of your life and hundreds of thousands of dollars to become a physician – this is the career that will give you and your family everything you’ve dreamed of! Don’t let accidents, illness, or injury destroy your hard work and the life you deserve. You know you need to be insured, but how do you sort through the mountains of information when you barely have enough time to eat? On the Cover Your Assets Podcast, host Billy Gwaltney, head of Professional Planning Group, Inc., shows you exactly what you need to do to protect your income and way of life.

For more tips and advice, connect with the CYA Podcast on YouTube and visit the Professional Planning Group online. Stay up to date with Billy on ⁠Facebook⁠ and ⁠LinkedIn⁠.

If you have questions, feedback, or just want to connect, email Billy at ⁠⁠

Apr 02, 2024

Billy  Gwaltney

Billy Gwaltney

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