Physicians have an opportunity to work with a vetted financial professional who offers an interactive, web-based financial planning service. Doctors will have access to outside professionals who offer a variety of financial planning, retirement planning and wealth management services.
The AMA Insurance Physicians Financial Partners program offers a wide variety of financial strategies, services and products, including:
- Wealth management.
- Financial planning.
- Life insurance.
- Physicians 401(k).
- Long term care insurance.
The tools, resources and products described are offered through Millennium Brokerage Group, LLC, and other planning professionals approved to participate in our program.
Millennium is a strategic marketing partner of AMA Insurance (AMAI) and is an approved member of AMA Insurance’s Physicians Financial Partners Program.
Reference: AMA Insurance Agency