Over the past 20 years or so, we’ve observed many doctors making common mistakes at all stages of their careers. We have taken our observations, as well as enlightening discussions with well-established professionals in wealth preservation spaces to bring you our Asset Protection Series: Interviews dedicated to bringing awareness to various risks that can affect your wealth. Every Friday, Anthony Williams and our guest of the week will discuss critical questions to consider and provide tips on how to work towards obtaining comprehensive asset protection. Be sure to check out our other informative interviews here.

This week we are excited to present our disability insurance interview with Disability Insurance specialist, Marcy Pruitt!

With over 25 years of experience in the disability insurance sector and as managing partner of Disability Insurance Services (DIS), Marcy provides agents and affiliates with the knowledge/skills to successfully design plans that meet their client’s needs in the unfortunate event an injury or onset of illness occurs. Currently, she is a certified continuing education instructor and oversees the DIS southwest region. Marcy is also a member of many insurance organizations and has earned the Disability Income Associate (DIA) designation. Watch our Whiskey & Wealth Wednesday introducing Marcy!

Our hope in providing these interviews is to continue our mission of helping doctors and their families grow their net worth tax-efficiently while minimizing exposure to litigation, loss of wealth, and detrimental career risks. Enjoy!

Disability Insurance Interview Questions & Topics

1. How long does a typical disability last?

2. Are most disabilities due to an illness or an accident?

3. How does white-collar disability compare to blue-collar disability?

4. Why is it that there is some skepticism surrounding disability insurance and can you provide some reasons it is beneficial?

5. What is the potential economic loss/impact on a family as a result of becoming disabled?

Watch the full interview with Marcy Pruitt

If you’d like to learn more about this subject or have any questions, please feel free to contact us.

By Anthony C. Williams, CWS, ChFC, MRFC, CLU | Investment Advisor Representative | President & Founding Partner of Mosaic Financial Associates & Orthopaedist Advisory Group | Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor.  Cetera is under separate ownership from any other named entity.