The Physicians Financial Partners program is offered through AMA Insurance. The program is designed to provide physicians with access to financial professionals vetted by AMA Insurance who offer, a full suite of financial products, many with physician-specific benefits, and tools & resources to help cultivate informed decisions about relevant financial matters.

The products, services and resources are offered through Millennium Brokerage Group, LLC and other financial professionals approved to participate in the Physicians Financial Partners program.

Approved independent financial professionals offer a variety of financial products and services for physicians, their families and practices, including:

• Wealth Management

• Financial Planning

• Life Insurance

• Annuities

• Physicians 401(k)

• Long Term Care Insurance

Note: Products and services are available through Millennium Brokerage Group, LLC. Product and service availability varies; not all programs available in all states.

Each financial professional’s credentials are carefully scrutinized and monitored through a variety of personal and professional background checks. In addition, we conduct a thorough review of financial statements, business performance results and professional references. Potential professionals in the program are also asked to sign a personal Code of Conduct agreement and are required to complete AMA Insurance’s training program prior to becoming qualified to participate in the program.

No, the Physician Financial Partners program is available to all physicians. However, certain programs and services offered through the program may have special discounts and/or features only available to AMA members.

To find an approved member of the Physicians Financial Partner program, call 1-855-210-4015.

AMA Insurance is proud to introduce Millennium Brokerage Group, LLC (MBG) as our strategic marketing partner for the Physicians Financial Partner program. MBG is headquartered in Nashville, Tennessee with supporting offices across the country. MBG specializes in state-of-art tools, resources and products for high-net-worth clientele and has created a physician-dedicated platform.

You can locate and confirm the status of an approved member of the Physicians Financial Partners program by requesting the information or calling toll free 1-855-210-4015, M-F, 8am-5pm, CT.

Physicians Financial Partners (PFP)

The Physicians Financial Partners program is offered through AMA Insurance. The program is designed to provide physicians with: 1) access to local financial professionals vetted by AMAI, 2) through those professionals access to a full suite of financial products, many with physician-specific benefits and through those professionals 3) through those professionals access to tools and resources to help cultivate informed decisions about relevant financial matters.

Products, services and resources are offered through Millennium Brokerage Group, LLC and other financial professionals approved to participate in the Physicians Financial Partners program.

Neither AMA Insurance, Millennium Brokerage Group, LLC nor any other financial planning professional participating in the Physicians Financial Partners program provides legal, tax or accounting services. You are encouraged to seek legal, tax or accounting advice from an independent professional advisor.

AMA Insurance

Established in 1988 as a wholly owned subsidiary of the American Medical Association, AMA Insurance is dedicated to meeting the insurance needs of physicians, medical students, their families and employees (including non-physician employees).

AMAI receives compensation for the sale and renewal of certain PFP products and services sold by Millennium Brokerage Group, LLC and other financial professionals.

Millennium Brokerage Group, LLC (MBG)

Founded in 1998, Millennium Brokerage Group is a leading provider of planning, insurance and financial services solutions. Millennium has operations with offices delivering advanced underwriting and planning services through advisors, banks, broker dealers, financial professionals and family offices nationwide.

Millennium is a strategic marketing partner of AMA Insurance and has been approved by AMAI to participate in its Physicians Financial Partners program. The tools, resources and products described are offered through Millennium Brokerage Group, LLC and other financial professionals.

Securities products offered through The Leaders Group, Inc., member FINRA/ SIPC. Millennium Brokerage Group is not affiliated with The Leaders Group, Inc.