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

MR Insurance Consultants

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

MD Financial Services

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


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


Health insurance can be confusing. Even as optometrists and medical professionals, insurance is often not taught as part of our training so navigating the various plans and options can be overwhelming. It's too easy to get stuck with an insurance plan that is not only unnecessarily expensive but also doesn't give you the coverage you need. As a Licensed Insurance Advisor, I have access to all the plans available and can shop around for you!


I'm very transparent so if we get on an appointment, we'll do a screen share so you can see exactly what your options are and we can pick and choose as well as customize the plan to fit your needs without breaking the bank.


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!

Contact: Gopita Patel OD | gopita.insurance@gmail.com 

Schedule Free Consult Today: Click Here via Calendly

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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