Recommended Insurance Agents
Need help trying to find the best Term Life Insurance or Disability? Dat and Aaron are excited to partner with these recommended and trusted insurance Agents! They will work hard to find you the best rates for your financial situation and necessary protection for your loved ones, if anything was to happen!
Disclosure: Some of the links below are paid sponsors of this website. These recommended resources are heavily vetted and researched by Dat and Aaron. We are extremely selective on who we want as sponsors because your trust in us is so vital for ODsonFinance to succeed. If you have feedback or concerns, please don't hesitate to contact us.
Michael Relvas, CFP® helps medical professionals nationwide with their term life and disability income insurance needs. Using a structured, objective and education-based approach, Michael can make the process of securing coverage more transparent and seamless for you.
He’s very approachable and can help you evaluate all of the leading Term life & Own-Occupation disability insurance providers so you can make a truly informed decision on the policy that best suits your specific needs and budget.
To Compare Own-Occupation disability insurance policies that pay benefits when you’re unable to work as an Optometrist, opposed to just “any” occupation, Start here
To Compare Term life insurance rates, Start Here
Contact: 800-817-4522. Email Michael at MRelvas@mrinco.com
Specializing in “Own Specialty Discounted Disability and Term Life Insurance Contracts,” our disability contracts pay when you are unable to perform the duties of your specific specialty; even if you have any other income post the disability.
We pride ourselves on designing the right policy for each specific individual optometrist based upon their needs. For example, dual waiting period disability insurance may work better for your situation and save you money. Likewise, with Term Life Insurance a laddered term life strategy can protect your family the right way and save you thousands in premiums over the years as you gain Financial Independence.
Scott and Amber have over 35 years of combined experience helping thousands of doctors across the country protect their future with disability income insurance and low-cost life insurance.
Contact: 303-953-0263 or 480-707-2771. Email Scott & Amber at SNA@MDFinancialServices.com.
6 Ways Optometrists Can Reduce Disability Insurance Premiums
In today’s world there are so many things we need to get in place to help protect ourselves and our families; yes, optometry disability insurance is one of them. Here are 6 ways optometrists can reduce disability Insurance Premiums
Ask the CFPs-Part 3 – Insurance & Asset Protection (FB Live)
When it comes to interesting and engaging financial topics, insurance and asset protection often rank near the bottom. Despite their relative banality, insurance and asset protection are vital in ensuring financial success by providing a security blanket for uncertainty. In this edition of Ask the CFPs, we will learn the ins and outs of various…
6 Lessons That Dave Ramsey Get Right, and 6 Lessons That Are Completely Wrong
We have quite a few ODs on Finance members who are big Dave Ramsey fans, and quite a few who are Dave Ramsey Haters. Here are 6 Lessons That Dave Ramsey Get Right, and 6 Lessons That Are Completely Wrong and how each OD can optimize them to be even more successful!
The Optometrist’s Guide to Life Insurance
Life insurance is a situation that no one wants to address or even think about due to its morbid nature. For the mass majority of doctors with family or people who depend on their income, it is wise to consider what financial consequences their death can have on the people they leave behind. 2 Reasons…
My Office is Closed; I am Out of Work, What Do I Do?
[Disclaimer] This article was written to the best of our knowledge with the latest news released from the Federal government. Some information may change/modify so we will keep the information updated to the best of our ability On March 17, 2020, the CDC and subsequently the AOA has urged all non-essential eye care providers to…
How does the “Families First Coronavirus Response Act” affect me?
In the past week, small businesses across America are feeling the financial impact from coronavirus restrictions that placed millions of people at home – avoiding non-essential activities, even visits to their eye doctors. As optometrists, we are in one of the highest risk categories for transmission and contraction of the virus. We are also responsible…