Recommended Insurance Agents
Need help trying to find the best Term Life, Disability or malpractice? Or don't have health insurance? 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!
Life & Disability Insurance
Term Life | Disability
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 | Michael Relvas | MRelvas@mrinco.com
Term Life | Disability
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.
Malpractice + General Liability Insurance
Professional Insurance Plans has been in business since 1991, specializing in malpractice insurance for optometrists all across the country. Whether you are shopping for malpractice insurance, business personal property, or workers comp, our highly experienced staff can help you find the right coverage at the lowest rate no matter what your needs are.
- ✅ Malpractice Insurance
- ✅ General Liability
- ✅ Business | Property Coverages
- ✅ Cyber Liability
- ✅ Workers Compensation
We are endorsed by the Kentucky and Tennessee Optometric Associations, as well as Walmart/Sam’s Club nationally, insuring Optometrists is our specialty. Feel free to contact us for information regarding any of these coverages.
Locations: Eligible in all state
Contact info: Greg Bellamy | agent@professionalplans.com | 800-783-7086
Health Insurance Broker
Gopita Patel | Health Insurance Expert & Optometrist
Please schedule a time or email me with any questions. If you are unable to find a time that works for you, please send me an email!
Location Requirements: Eligible in all States except CA, ID, WA, OR, AZ, NM, ND, MN, PA, NY, VT, NH, MA, ME, RI, CT, NJ, DC
Related Articles
2022 in Review, and a Look at 2023!
It’s hard to believe, but the year 2022 has vanished in the blink of an eye. This past year, we’ve had the pleasure of seeing ODs on Finance continue to grow and help ODs on their financial journey, whether they be new grads or seasoned veterans. We are thankful for your attention, your questions and your contributions. Two tenets that hold paramount value to us at ODs on Finance are transparency and productive growth. In this letter, we will highlight how our community has grown, the various methods we provide value to our community, exciting new projects/acquisitions for 2023, and a look at our commercial interests/disclosures – trust us, you’ll want to read this! Here is a quick recap of 2022!
Health Insurance Basic 101 That Every Optometrist Should Know
Whether you are a New O.D or Seasoned O.D ….healthcare is changing every year. Working in the medical field, I thought I understood how health insurance worked, until I ended up in the emergency room for two hours earlier this year. We will teach how to understand 6 key terms and how they apply to your health insurance (Premium, Deductible, Co-insurance/Co-pays, Maximum out of pocket, Benefit caps & understand network options (HMO, EPO, POS, PPO).
The Optometrist’s Guide For Health Insurance
Mortgages, car payments, loans – what do these have in common? Well they are all high cost bills on your plate. There are options so your health insurance doesn’t have to be another one. When it comes to health insurance, it’s much better to have it and not need it, than need it and not have it. Here are some great tips on how an optometrist can shop around for health insurance
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!