Please read this section before proceeding:
I created my Resident Advocate Program to help build relationships (taxes and student loan strategies) with physicians before they end up buying disability and life insurance. Obviously, some clients will already have their own policies before they hear about my program and that is ok. It is not mandatory to buy these insurances from me immediately or in the future. However, I do ask that if you are interested in having me help you with your taxes or student loans that you keep me top of mind when it comes time to purchase your first policy or upgrade a previously owned policy. The work we do together for your student loans and taxes will be more valuable than what any other insurance agent can provide by selling you a policy as a standalone service. I will never ask any client to change or buy something from me that is not in their best interest. I don't know if there is another CFP, EA in the country who does what I do for residents/fellows at this price point. Please consider this before submitting your interest in joining my Resident Advocate Program.