Disability Insurance

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Financial Margins for Doctors [Podcast]

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Financial Margins for Doctors [Podcast]

We often mention the phrase “financial wellness”, but what does that actually mean, and what does it look like? Surprisingly, it looks a lot like wellness in every other part of your life; this is achieved in-part by putting upper and lower limits in place to make sure you account for the unknown and make space for what matters.

The Doctors's Cascade Catastrophe Plan [Podcast]

The Doctors's Cascade Catastrophe Plan [Podcast]

When things go wrong or when the unexpected happens (like all of 2020) we want our clients to feel that they’re prepared. This is why we help our clients build a “Cascade Catastrophe Plan.” With this plan in place, our doctors are able to take financial obstacles in stride without throwing off their whole retirement plan.

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Doctors, Do You Need Life Insurance? [Podcast]

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Doctors, Do You Need Life Insurance? [Podcast]

Doctors: we know that many of you have existing life insurance policies in place, so you probably don’t need to consider anything further regarding the subject. But we’re here to tell you that simply is not true! At MD Financial, we let our doctors know when they have a current policy worth keeping, and have helped many find EVEN BETTER policies than the one they had prior. Come learn and listen to find out if you need to consider Life Insurance, and when you should re-evaluate your existing policy.

How Much is Enough DI for Doctors? [Podcast]

How Much is Enough DI for Doctors? [Podcast]

Here at MD Financial, we think that a better educated client is a BETTER CLIENT. On today's episode of “More Money Minutes for Doctors” we are focusing on Disability Insurance (DI). This is one of the first things we bring up in an introductory meeting with our clients because focusing on protecting your income is top of the list for things to consider. We’ll tackle questions like: “Why might the DI I have be enough?”, “What are the different levels of policies?”, and “Who’s policy should I go with?”

Are you ready to take the next steps in securing your financial future? Click here to book a complimentary consultation with one of our team members.