Blog
Video – DI for Medical Groups
Steve Rivetti shares why he entered the insurance business and why decision makers of medical groups need to understand the importance of implementing quality disability insurance coverage for their physicians.
Introduction to Estate Planning
What is estate planning? Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death. It is the process of developing and implementing a master plan that facilitates the distribution of your property...
2013 Year-End Tax Planning Basics
You don't want to pay any more in tax than you have to. That means taking advantage of every strategy, deduction, and credit that you're entitled to. However, the window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your...
Life Insurance Policy Reviews
The best insurance policy is the one that protects you and your family at the time you need it most. By having your policies reviewed, you are ensuring that you have proper and adequate coverage for your specific needs. Cash value life insurance policies are valuable...
Disability Insurance 101
As a young physician, you should obtain an individual disability insurance policy. It is designed to protect your ability to work within your specific medical specialty. If an illness or injury leaves you unable to work at your full potential, your disability...
529 College Savings Plans
Section 529 college savings plans are tax-advantaged college savings vehicles and one of the most popular ways to save for college today. Much like the way 401(k) plans revolutionized the world of retirement savings a few decades ago, 529 college savings plans have...