Financial Strategies

From vetted professionals of the Physicians Financial Partners Program

For years, AMA Insurance has offered physician-exclusive insurance products from top-tier underwriters.

But insurance is only one part of a physician’s financial life. That’s why AMA Insurance is pleased to offer the Physicians Financial Partners program, where you can access vetted financial professionals to address an array of financial strategies.From medical school to residency training and throughout your career, the Physicians Financial Partners program is here to help you prepare for a healthy financial future.

Financial Planning Services

Financial planning needs change throughout your career as a physician. As you consider strategies to protect your income, safeguard your family and save for the future, get advice you can count on from vetted outside professionals approved to participate in our Physicians Financial Partners Program.

Retirement & Estate Planning

Financial planning is ongoing. As you begin to approach retirement and consider ways to preserve savings, generate income, or leave a legacy for your loved ones, contact the vetted outside professionals in our Physicians Financial Partners Program for advice you can count on.

Life and Annuity Income Planning

Income planning is the process of determining how much money you’ll need in retirement, and then defining where those funds will come from.Contact a professional in the Physicians Financial Partners Program to learn about new income planning options now available with annuities and cash-value life insurance.

Legacy Planning and Charitable Giving

A planned giving strategy may be an important part of your financial plan. By making use of gifting tools like charitable trusts, annuities and life insurance, many physicians find they’re able to give more than they thought they could afford. Access vetted professionals through the Physicians Financial Partners who can help you structure your giving.


Learn more about the commonly asked questions of Physicians Financial Partners Program.

To find a vetted Physicians Financial Partner in your area, call 888.627.5902, or complete the Request for Information to be contacted without obligation.

The tools, resources and products described above are offered through Millennium Brokerage Group, LLC, and other planning professionals. Millennium is a strategic marketing partner of AMA Insurance and is an approved member of AMA Insurance’s Physicians Financial Partners Program.