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
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