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 have really enjoyed working with Billy. I started working with him before I finished residency. He was incredibly flexible and willing to find a time and place that worked for me. He respected the knowledge I already had and filled in gaps in a humble, nonjudgmental manner. I had such trust in him after purchasing an own-occupation disability policy that I asked for his help in purchasing a term life policy as well. Billy never placed an ounce of pressure on me to purchase anything. I am thrilled to have found someone who puts my financial health and asset protection as his top priority. I have highly recommended Billy to friends and colleagues and will continue to do so.

-Dr. Hunter, Family Physician

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