Listen to our episode with Lawrence Keller on Nailed It Ortho Financial Series as he shares about Disability Insurance. Lawrence or known as Larry, is a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Physician Financial Services, a company dealing exclusively with the financial needs and concerns of members of the medical profession.
Mr. Keller has spent the last thirty-three years providing insurance and investment products and services to residents, fellow and attending physicians. These include, but are not limited to, disability income insurance, life insurance, and investments.
Mr. Keller represents many well-respected companies in the financial services industry, which allows him the flexibility to provide unbiased advice and help recommend products that best suit each individual’s needs and concerns.
Recognizing that a physician’s time is limited, and in an effort to remain knowledgeable to provide the most value to his clients, Mr. Keller has obtained his CFP® certification as well as earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU) and Life Underwriter Training Council Fellow (LUTCF) designations.
Mr. Keller continues to keep abreast of the marketplace by attending professional conferences, and is an active member of the National Association of Insurance and Financial Advisors (NAIFA), the Financial Planning Association (FPA), and the Society of Financial Service Professionals (SFSP). In addition, Mr. Keller has qualified for the National Association of Insurance and Financial Advisors National Quality Award and is also a Qualifying & Life Member of the Million Dollar Round Table (MDRT), an independent, international association of the life insurance industry’s most successful underwriters. He is also a qualifying member of the 2022 Top of the Table®.
He continuously conducts seminars dealing with issues such as income protection, wealth accumulation, and asset protection. He has been quoted in Medical Economics Magazine and has written articles for several medical publications which include the following: Young Physicians’ Magazine, EM Resident (The newsletter of the Emergency Medicine Residents’ Association), The Bulletin of the American Academy of Otolaryngology-Head and Neck Surgery, The Bulletin of the American Academy of Orthopaedic Surgeons, EyeWorld (A publication of the American Society of Cataract and Refractive Surgery), The Med-Peds News (The official newsletter of the National Med-Peds Residents’ Association), General Surgery News, M.D. News Chicagoland Edition, Plastic Surgery Practice, Physician License & Practice Today, The Physician’s Personal Advisory, as well as the American Academy of Dermatology’s Young Physician Focus and Directions In Residency. Recently, Larry was named in the 2023 Shook/Forbes list of America’s Top 100 Financial Security Advisors! This man is a gem!
In this episode, Larry shared about Disability Insurance. And he shared some informative points on queries you may have on deciding on having disability insurance. like:
- What is disability insurance?
- Why do we need it?
- What is the difference between short and long-term disability?
- What are some mistakes you see people make when deciding on insurance policies?
- What tips do you have on comparing policies?
- Should we have multiple policies?
- And more!
You can learn more about Lawrence Keller at https://www.physicianfinancialservices.com/
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Disclosures:
NailedIt Ortho LLC reports no relevant financial disclosures and is not a financial advisor. This is not financial advice. Please consult your own financial advisor before making any decisions.
