Jamie Fleischner: The ‘Set for Life’ Insurance Expert for Physicians

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Jamie Fleischner, a seasoned expert in disability and life insurance, discusses the essentials of disability insurance for medical professionals. She explains the importance of early insurance planning, the benefits of Guaranteed Standard Issue (GSI) policies, and the intricacies of policy clauses that ensure optimal coverage. With a focus on the specific needs of physicians, Jamie provides a comprehensive overview of choosing the right insurance policy, understanding group versus individual policies, and the critical clauses to include for comprehensive protection.

Bio:

Jamie Fleischner, President of Set for Life Insurance, is a leading expert in disability and life insurance. With a personal history that underscores the importance of insurance, Jamie has dedicated her career to helping others protect their future. Opening Set for Life Insurance in 1999, she has since been a beacon of knowledge and assistance in the insurance industry. As a Life Underwriter Training Council Fellow, Chartered Life Underwriter, and Chartered Financial Consultant, her expertise is unparalleled. Jamie's commitment to her clients and her passion for insurance have made her a trusted advisor and a pioneer in the field.

Timestamps:

[00:00:00] Introduction to Jamie Fleischner and the importance of disability insurance

[00:01:00] Jamie's personal background and professional achievements

[00:02:00] Overview of Guaranteed Standard Issue (GSI) policies for medical residents and fellows

[00:04:00] The accessibility of GSI policies and the role of approved brokers

[00:06:00] The rationale behind offering GSI policies and managing risk

[00:08:00] Additional caveats and considerations when applying for GSI

[00:10:00] Strategies for increasing disability insurance coverage as income grows

[00:14:00] Differences between group and individual disability insurance policies

[00:17:00] The possibility of stacking multiple disability insurance policies

[00:20:00] The criticality of "own occupation" clauses in disability insurance

[00:25:00] Common exclusions in disability insurance policies and how to navigate them

[00:27:00] The importance of contract definitions and riders in disability insurance

[00:31:00] Advice for adjusting disability insurance coverage over time

[00:34:00] Closing remarks and how to contact Jamie Fleischner

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