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.

I met Billy over 4 years ago when I was finishing my OBGYN residency. He took the time to explain the pros and cons of disability insurance without making me feel pressured to purchase any. Ultimately, I decided to purchase a policy that fit with my budget and goals at the time. Since then, Billy has stayed in contact with me and has always been available to answer any new questions as they arise. His honesty, availability, and genuine concern for my financial security has ensured my customer loyalty. I have recommended him to many of my friends and do so again now.

-Dr. Myers, Female Pelvic Medicine and Reconstructive Surgery

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