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.

Billy Gwaltney was recommended to me by a friend, and time and again, I am very glad I received that recommendation. Billy has impeccable knowledge about physician disability insurance plans, and he helps you to navigate through the information with great skill. Billy is highly accessible, and he is incredibly responsive to any requests. I really cannot imagine working with anyone else for my life or disability insurance needs. I cannot endorse him highly enough!

-Dr. Wesley, Infectious Diseases Physician

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