Doctors benefit from our comprehensive wealth management service, but the complexity of their profession requires additional expertise. We meet these needs by offering:
Nearly 3 out of 4 retired physicians work with a professional advisor. These physicians are more likely to be satisfied with their retirement than those who don't.*
Watch our video to learn more about how we serve doctors.
SOURCE: AMA Insurance Agency, a subsidiary of the American Medical Association; 2018 Report on U.S. Physician's Financial Preparedness