Life Insurance

What About Life Insurance?

As we help clients with their disability insurance coverage, we are often asked if we also broker life insurance. The answer is generally ‘yes’ for two reasons:

First, in most circumstances life insurance underwriters can utilize the same labs from the insurance physical completed for the disability insurance. So if there is a need for life insurance, this can be a convenient time to meet that need.

Life insurance can be an important piece of a financial plan…we broker the top life insurance companies to help clients implement quality coverage for themselves and their families.

Second, in addition to properly designed disability coverage, individual life insurance can be an important piece of a financial plan.  It should coordinate with your specific circumstances and overall financial goals.  We broker the top life insurance companies to help clients implement quality coverage for themselves and their families.

Click on the video to see Billy’s interview by Dr. Jeremy Pyle for an educational series shown to residents and fellows across North Carolina.

I shop around quite a bit with before I buy anything. One thing that I quickly learned while looking into disability insurance is that the only difference between multiple insurance specialists is just the broker him/herself. There are only a very select few insurance companies that offer what plans we really need as doctors and typically the rates don't change between insurance brokers. I 100% recommend Billy and am super happy that I found him online. First and foremost, he actually cares about his clients and is always available. A simple text or email to him and he replies almost immediately. Just recently, he called me on my birthday asking how I was doing and sent me a Christmas card. Seriously, who does that?!?! Secondly, he is full of the crucial knowledge that we as physicians just don't have a grasp on when it comes to all the important riders that a true-own-occupation disability policy needs to have. He never tried to up-sell me anything, but rather took the time to explain each option clearly so that I could make my own informed decisions. I even bought my life insurance through him since it was so easy to get set up. Without any hesitation, I recommend going with Billy. My family's future is secure no matter what may happen thanks to his help.

-Dr. Christian, Orthopaedic Surgeon

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