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.

If I had to start the whole process over again, I would definitely go back to Billy Gwaltney for my insurance. In fact, I did just that when I needed to buy life insurance. As a physician, I not have a natural inclination for understanding disability insurance. After talking to several brokers, Billy earned my business by taking the time to educate me about the products and being patient with my numerous questions. Additionally, he was prompt and made the entire process as easy for me as it could be.

-Dr. Williams, Emergency Physician

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