International Medical Graduates (IMG) toolkit: Financial planning


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.

International Medical Graduates toolkit

Review the full toolkit for information on visas, finding a residency, mentorships and more.

The AMA Insurance Physicians Financial Partners program offers a wide variety of financial strategies, services and products, including:

  • Wealth management.
  • Financial planning.
  • Life insurance.
  • Annuities.
  • Physicians 401(k).
  • Long term care insurance.

For information on the Physicians Financial Partners program, call 888.627.5902, email [email protected] or complete the request for information to be contacted without obligation.

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.

Learn more about the AMA member group International Medical Graduates Section and get involved in policy decision-making for issues affecting IMG physicians.

Reference: AMA Insurance Agency