Lawrence B. Keller, CFP
Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF has been in the insurance and financial services industry since 1990.
Unlike medicine, which has a standardized path that physicians must take to gain the education, training and experience requirements necessary to obtain board certification, the insurance and financial services industry does not.
Working with an agent that is familiar with the underwriting of both disability and life insurance policies for physicians can all but guarantee a smooth underwriting process in which the desired outcome is likely.
While he might not be a doctor’s first phone call regarding their insurance needs, he is often their last.
Set For Life Insurance
Set for Life is first and foremost a client centric company.
They listen carefully to the needs of clients and shop around to find the best products available at the best rate.
Their vast level of experience allows them to help clients solve difficult problems.
Because of the volume and exceptional reputation of Set for Life Insurance as well as the relationships they have developed over the years, Set for Life clients have access to special services not available elsewhere in the industry.
This includes special discounts, priority underwriting handling and on some occasions exceptions in the underwriting process.
Having gone through the experience herself, Stephanie Pearson, MD, was an OBGyn specialist who had her medical career jeopardized by an unfortunate encounter with one of her patients.
Unable to continue her medical practice as intended, Stephanie was dismayed that the disability benefits she was entitled to were not granted and even required court intervention.
Fed up with system, Stephanie founded Pearson Ravitz and became a champion for her fellow physicians so that they could avoid the ordeal she endured.
As a physician, she is able to speak our language, and, using her expertise in medicine and her experience with her own disability claim issues, can help formulate the appropriate coverage necessary for your medical practice.
If you are a company that would like to sponsor XRAYVSN and consider yourself “one of the good guys and gals” in the financial field with a philosophy that aligns with that of this website and its readers, please contact me for further details on how to add your name to the above illustrious list.