Mission

Our mission is to be the premier disability insurance specialist for physicians and business professionals in the country. We strive to make it easy for our clients to protect what’s most important to them.

Disability insurance is about protecting your most valuable asset, which is not your home or retirement account…it’s your ability to go to work every day and earn a good income.  It’s about protecting your way of life!

Having developed relationships with many professionals like yourself, I know you live a busy life.  By striving to serve you based on your schedule, I will help you get this part of your financial life exactly right.

Medical and financial underwriting are typically required to obtain this premier coverage.  Although underwriting approval is not guaranteed, my firm excels at navigating through this process.

Thank you for your time. We look forward to the opportunity to be of service.

Billy is the person for disability insurance! He helped to guide me through the purchase of my first policy with patience and a lot of explanations. He is kind and respectful and always available for any questions. I would no doubt recommend his services to other medical professionals. It has been a pleasure getting to work with Billy!

-Dr. Risa, Pediatric Dentistry

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