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Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF
There is certainly no shortage of insurance agents and/or financial advisors who work with or want to work with physicians. However, the one thing that cannot be replicated is experience. Working with an Insurance Agent familiar with underwriting both disability and life insurance policies can potentially minimize any surprises during the process.
Lawrence B. Keller was named one of Forbes Best-In-State Financial Security Professionals in New York*
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
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