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Episode | Date |
---|---|
Understanding Financial Mindsets: Cover Your Assets…From All Angles, Session 1
|
Oct 15, 2024 |
My Promise to Every Client
|
Oct 01, 2024 |
Financial Goals and Personal Values: Cover Your Assets…From All Angles, Session 2
|
Sep 24, 2024 |
Financial Tools and Strategies: Cover Your Assets…From All Angles, Session 3
|
Sep 24, 2024 |
Traditional vs. Principles-Based Approach to Risk Management: Cover Your Assets…From All Angles, Session 4
|
Sep 24, 2024 |
What if I Don't Have Time to Research the Options?
|
Sep 17, 2024 |
Your Employer is Not Neutral When They Promote Their Group LTD Policy
|
Sep 03, 2024 |
Buyer Beware: The Term 'Own Occupation' Means Different Things Depending on the Type of Policy
|
Aug 20, 2024 |
The Streamlined Medical Screening Process for Trainees
|
Jun 11, 2024 |
What Happens to My Policy if My Agent is Not Involved? (Orphaned Policyholders)
|
May 28, 2024 |
Cover Your Assets…From All Angles with Financial Advisor John Navin
|
May 21, 2024 |
Cover Your Assets…From All Angles with Financial Advisor Kyle Christensen
|
May 21, 2024 |
If I Do GSI, Does the Broker Still Matter?
|
May 14, 2024 |
Vital Importance of Applying for GSI First (Before Applying Elsewhere)
|
Apr 30, 2024 |
Quote Spreadsheet Overview with Benefit Increase Rider (BIR)
|
Apr 02, 2024 |
Process for Enrolling – Guardian GSI (Don’t Apply Elsewhere First)
|
Apr 02, 2024 |
Process for Enrolling – Ameritas GSI (Don’t Apply Elsewhere First)
|
Apr 02, 2024 |
The Ameritas GSI Details for OhioHealth (Guaranteed Standard Issue)
|
Apr 02, 2024 |
The Ameritas GSI details for Ohio State University (Guaranteed Standard Issue)
|
Mar 19, 2024 |
Guardian’s GSI Details for the University of Rochester (Guaranteed Standard Issue)
|
Mar 05, 2024 |
Guardian’s GSI Details for NewYork-Presbyterian (Guaranteed Standard Issue)
|
Feb 20, 2024 |
Back by Popular Demand: Two Types of Disability Policies
|
Feb 06, 2024 |
Back by Popular Demand: Discounts - How Do They Work, Who Can Get Them?
|
Jan 23, 2024 |
Back by Popular Demand: Why Buy Early
|
Jan 09, 2024 |
Back by Popular Demand: Do I Need a Broker?
|
Dec 26, 2023 |
Back by Popular Demand: What Are the Top 4 Insurance Companies?
|
Dec 12, 2023 |
Back by Popular Demand: Buyer Beware of a Lower Rate
|
Nov 28, 2023 |
Should I Choose the Benefit Increase Rider (BIR) or Future Increase Option (FIO)?
|
Nov 14, 2023 |
How to Choose the Right Disability Policy for You
|
Oct 31, 2023 |
What Does it Mean to be a Truly Independent Broker?
|
Oct 17, 2023 |
How Long Does a Disability Claim Usually Last?
|
Oct 03, 2023 |
Three Pillars of Top Disability Policy
|
Sep 19, 2023 |
Why Do I Need to Sign HIPAA and HIV Forms
|
Sep 05, 2023 |
Buyer Beware of a Lower Rate
|
Aug 23, 2023 |
Why I Wrote the Book "Disability Insurance For Physicians"
|
Aug 09, 2023 |
How is My Maximum Private Disability Benefit Calculated Once I’m an Attending?
|
Jul 26, 2023 |
Should Physicians Think Like Entrepreneurs?
|
Jul 12, 2023 |
What Are The Top 4 Insurance Companies?
|
Jun 28, 2023 |
What’s next (after getting the discounted quotes for the top four specialty occupation disabilty contracts)?
|
Jun 14, 2023 |
Explaining the Benefit Increase Rider
|
May 31, 2023 |
Physicians-Entrepreneurial Approach to Financial Planning with Kyle Christensen, Part 2
|
May 17, 2023 |
Physicians-Entrepreneurial Approach to Financial Planning with Kyle Christensen, Part 1
|
May 03, 2023 |
Why The Broker Matters
|
Apr 19, 2023 |
Do I need a broker?
|
Apr 05, 2023 |
Is Disability Insurance Really Worth It? With Dr. Naguib Farah
|
Mar 22, 2023 |
How long does the medical screening take?
|
Mar 08, 2023 |
What is the process for buying a policy?
|
Feb 22, 2023 |
Why buy early?
|
Feb 08, 2023 |
Discounts - How do they work, who can get them?
|
Jan 25, 2023 |
Ending soon-Gender neutral discount in Massachusetts
|
Jan 11, 2023 |
Should I pay down debt or increase my disability coverage?
|
Dec 28, 2022 |
A young physician’s most important asset
|
Dec 14, 2022 |
What factors determine the cost of my disability policies?
|
Nov 30, 2022 |
Two types of disability policies
|
Nov 16, 2022 |
Big gaps in employer long term disability policies
|
Nov 02, 2022 |
Principal's benefit update rider: How it works
|
Oct 19, 2022 |
Underwriting & Medical Records
|
Oct 05, 2022 |
Certainty is the expectation
|
Sep 21, 2022 |
Should I purchase Disability insurance before moving to California
|
Sep 07, 2022 |
What if I do lots of Procedures & lots of Clinic
|
Aug 24, 2022 |
Billy's initial conversation with a Female Trainee
|
Aug 10, 2022 |
Paying student loans if disabled
|
Jul 27, 2022 |
Explaining the Guardian future insurability option
|
Jul 13, 2022 |
Explaining the Mass Mutual future insurability option
|
Jun 29, 2022 |
Top 5: Ten minute crash course on specialty disability insurance
|
Jun 15, 2022 |
Top 5: Why should I get disability coverage in residency or fellowship?
|
Jun 01, 2022 |
Top 5: What is the process for obtaining specialty disability coverage?
|
May 18, 2022 |
Top 5: What is the 'specialty own occupation' definition of disability
|
May 04, 2022 |
Initial spreadsheet overview with a Non-Surgeon Trainee
|
Apr 20, 2022 |
Initial spreadsheet overview with a Surgeon Trainee
|
Apr 06, 2022 |
The rate is the rate
|
Mar 23, 2022 |
Top 5: How much life insurance do I need?
|
Mar 09, 2022 |
Explaining the Ameritas guaranteed renewable premium option
|
Feb 23, 2022 |
Explaining the Ameritas Nondisabling Injury Benefit
|
Feb 09, 2022 |
How do I budget for disability insurance while in training
|
Jan 26, 2022 |
Does what my broker says matter
|
Jan 12, 2022 |
What is wrong with the AMA policy
|
Dec 29, 2021 |
Mass Mutual's Future insurability option vs Benefit increase rider
|
Dec 15, 2021 |
If disabled can I collect from both private coverage & also employer group LTD
|
Dec 01, 2021 |
As a trainee how much private disability coverage can I purchase
|
Nov 17, 2021 |
As a trainee does Employer LTD impact how much private disability coverage can I purchase
|
Nov 03, 2021 |
As an attending how much private disability coverage can I purchase
|
Oct 20, 2021 |
How important is the COLA calculation
|
Oct 06, 2021 |
Clarifying Psychiatric vs Mental Nervous
|
Sep 22, 2021 |
Explaining the Future Insurability Option
|
Sep 08, 2021 |
Explaining Principal's Benefit Update rider
|
Aug 25, 2021 |
Should I combine my Life insurance with same company as disability insurance
|
Aug 11, 2021 |
Should I buy life insurance when buying specialty disability coverage
|
Jul 28, 2021 |
If I'm not a surgeon do I still need specialty occupation coverage
|
Jul 14, 2021 |
What if I think I'm medically uninsurable
|
Jun 30, 2021 |
What if I'm less than perfect medically & have exclusions on my policy
|
Jun 16, 2021 |
Why are disability rates for females higher & how should I handle this if I'm a female
|
Jun 02, 2021 |
Principal - Why are they a top tier contract
|
May 19, 2021 |
Guardian - Why are they a top tier contract
|
May 05, 2021 |
Ameritas - Why are they a top tier contract
|
Apr 21, 2021 |
Interview with Dennis Peyton, Disability claims expert Part 2
|
Apr 07, 2021 |
Interview with Dennis Peyton, Disability claims expert Part 1
|
Mar 24, 2021 |
Mass Mutual - Why are they a top tier contract
|
Mar 10, 2021 |
What are the factors that determine my rate
|
Feb 24, 2021 |
Is my specialty policy portable
|
Feb 10, 2021 |
What are the most common types of disabilities
|
Jan 27, 2021 |
What are my chances of becoming disabled
|
Jan 13, 2021 |
What is the difference between level premium & graded premium
|
Dec 30, 2020 |
Does the cost of my disability policy increase over time
|
Dec 16, 2020 |
Is it ever wise to purchase whole life insurance
|
Dec 02, 2020 |
Why I love working with physicians
|
Nov 18, 2020 |
How important is the psychiatric benefit?
|
Nov 04, 2020 |
What is the Future insurability option and do I need it?
|
Oct 21, 2020 |
What are the elimination period and COLA rider?
|
Oct 07, 2020 |
Do I need to purchase term life insurance while in training?
|
Sep 23, 2020 |
How much life insurance do I need?
|
Sep 09, 2020 |
Explaining the PPG Concierge Experience
|
Aug 26, 2020 |
What is a recovery benefit and do I need it?
|
Aug 25, 2020 |
What is a residual benefit and do i need it?
|
Aug 24, 2020 |
What is the process for obtaining specialty disability coverage?
|
Aug 23, 2020 |
Is working with an insurance specialist better than a general financial advisor?
|
Aug 22, 2020 |
Do I pay you an extra fee for your expertise?
|
Aug 21, 2020 |
Can I count on my group and/or employer LTD policy?
|
Aug 20, 2020 |
Why should I get disability coverage in residency or fellowship?
|
Aug 19, 2020 |
Why is medical underwriting required for insurance?
|
Aug 18, 2020 |
What is the 'specialty own occupation' definition of disability
|
Aug 16, 2020 |
Ten minute crash course on specialty disability insurance
|
Aug 16, 2020 |
Why Specialty Disability Insurance Matters to You
|
Aug 16, 2020 |
Cover Your Assets Intro
|
Feb 17, 2020 |