We are group dedicated to the insurance and financial planning needs of White Coat Physicians.
Over the last decade we have guided thousands of physicians through the process of finding the right insurance coverage for their unique needs. We locate the best options, provide side-by-side comparisons and then analyze and interpret the findings to make choosing the right policy truly simple. We then guide our clients through the underwriting process, and follow through to make sure their needs are being met.
We are a powerful resource available for physicians who are planning their personal
business security and protection.
— providing accurate unbiased side-by-side comparisons and information of carriers, pricing and products/benefits, so you receive the maximum benefits possible
Serving only doctors
— with deep expertise in all aspects of insurance and financial planning
Specialized with technology
— including product evaluation tools that help you see clearly what your needs may be
Offering a client portal
— real-time-view portal of application process and coverage
Saving you time
— as experts in the insurance industry, we and know what policies will work best for you and what pitfalls to avoid.
: there is an insurance product best suited to your “own specialty”
: side-by-side comparisons
: synthesis of matrix, interpretation (secret sauce)
: what is best for you
: underwriting process, guidance
: how’s it going, have your needs changed?