Through our Physicians Financial Partners program, doctors have access to outside professionals who offer a variety of financial planning, retirement planning and wealth management services.Work with a vetted financial professional who offers an interactive, web-based financial planning service.
Financial professionals focused on you
According to our Report on U.S. Physicians’ Financial Preparedness, 57% of physicians use a professional financial advisor. Those who don’t say it’s because they haven’t found someone they trust–and/or they lack the time needed to find one.
Established in 2011 our Physicians Financial Partners (PFP) program provides doctors with access to a nationwide network of independent and experienced professionals who have undergone a comprehensive due-diligence process by AMA Insurance. This vetting process assures that best-in-class financial professionals become members of our network, and earn the right to be called an approved Physicians Financial Partner.
Talk to a Physicians Financial Partner
Through our Physicians Financial Partners program, you’ll have access to professionals who offer a wide variety of financial strategies, services and products, including:
Long Term Care Insurance
Learn more - Contact a Physicians Financial Partner
The tools, resources and products described above 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.