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Free guide for physicians

Nobody teaches you how disability insurance works.

Most agents are more interested in selling than educating.

This guide changes that. Not a sales pitch. A strategy.

Written for residents, fellows, and early-career physicians who want to understand DI before anyone tries to sell them anything.

Free Guide
Don't Let Your Dreams Slip Away
Imagine this

Two doctors. Two outcomes.

Dr. Patel
Best shape of his life. Running half-marathons between shifts. One morning, a simple lift. A small tweak in his back. Nothing serious, or so he thought. Six months later, he can't stand longer than 20 minutes. The procedures he used to perform? Impossible.
Dr. Williams
New attending. Just married. Bought a house. Then came the diagnosis. Aggressive cancer. She had to stop working entirely. Not for weeks. For years. The bills didn't care. Her loans didn't pause.

Both are real scenarios from the guide. One had a plan. One didn't. The guide walks you through exactly what makes the difference.

What you'll learn

Everything you need to know before anyone tries to sell you anything.

DI in plain English
What disability insurance actually is, how it works, and why it matters for physicians
Essential vs. fluff
Which policy features you need and which ones are just marketing
Employer DI gaps
Why your employer benefit probably isn't enough on its own
Health history and approval
How your medical record affects underwriting, and what to do about it
The Dream Bigger Financial Flow
A framework for what to do with your next dollar
Build-A-Policy checklist
Compare carriers side by side with a printable worksheet
Highlighted in the guide

GSI: The best policy you've never heard of

Guaranteed Standard Issue skips the typical underwriting process entirely. If your training program offers it, this could be the easiest path to coverage.

No health questions
No medical exams
Locks in coverage even with pre-existing conditions
See if your program offers GSI
What doctors are saying

Real physicians. Real results.

★★★★★ 5.0 from clients on Google
Disclosures
Reviews are from current and former clients, including those who completed a one-time student loan strategy session and those enrolled in ongoing concierge financial planning. Testimonials reflect individual experiences and may not be representative of all clients. No compensation was provided unless otherwise disclosed.
Michael Putterman, CFP®
Who wrote this

Hi, I'm Michael.

I started my career helping physicians with disability insurance. I saw firsthand how disconnected financial advice can be. Agents push products before understanding your goals.

I wrote this guide so you can understand the process on your own terms, before anyone tries to sell you anything.

This is the same advice I give paying clients.

Michael Putterman, CFP®
Dream Bigger Financial
Free Guide
Don't Let Your Dreams Slip Away
Free download

Get the guide. Get clarity.

No sales pitch. Just a clear explanation of what DI is, what to look for, and how to compare policies.

Enter your email to get instant access
1Enter your name and email
2Check your inbox and confirm your email (don't skip it!)
3Get instant access, plus helpful financial tips for physicians

⚠️ Use a personal email, not your hospital one. Hospital emails expire. Check your spam folder too.

Already know you need coverage? Skip the guide and let's talk.

Review and guidance are always free. No pressure. Just a clear look at your options.

Review and guidance are always free. If you apply through me, the insurance company pays me directly. You pay nothing for the guidance. I work with multiple carriers and I don't get paid more to recommend one over another.

Google Reviews
5.0
★★★★★
Based on 22 Google Reviews
Disclosures
Reviews are from current and former clients, including those who completed a one-time student loan strategy session and those enrolled in ongoing concierge financial planning. Testimonials reflect individual experiences and may not be representative of all clients. No compensation was provided unless otherwise disclosed.
Reviews
Share
FREE GUIDE

Nobody teaches you how disability insurance works.

Most agents are more interested in selling than educating.

This guide changes that. Written for residents, fellows, and early-career physicians who want to understand DI before anyone tries to sell them anything.

Not a sales pitch. A strategy.

Get the Free Guide
IMAGINE THIS

Two doctors. Two outcomes.

Dr. Patel

Best shape of his life. Running half-marathons between shifts. One morning, a simple lift. A small tweak in his back. Six months later, he can't stand longer than 20 minutes. The procedures he used to perform? Impossible.

Dr. Williams

New attending. Just married. Bought a house. Then came the diagnosis. Aggressive cancer. She had to stop working entirely. Not for weeks. For years. The bills didn't care. Her loans didn't pause.

THE DIFFERENCE

One had a plan. One didn't.

Both are real scenarios from the guide. The guide walks you through exactly what makes the difference — and how to make sure you're on the right side of it.

That's what disability insurance does. It protects the income that makes everything else possible.

WHAT YOU'LL LEARN

Everything you need to know before anyone tries to sell you anything.

DI in plain English
What disability insurance actually is, how it works, and why it matters
Essential vs. fluff
Which policy features you need and which ones are just marketing
Employer DI gaps
Why your employer benefit probably isn't enough on its own
Health history and approval
How your medical record affects underwriting, and what to do about it
The Dream Bigger Financial Flow
A framework for what to do with your next dollar
Build-A-Policy checklist
Compare carriers side by side with a printable worksheet
HIGHLIGHTED IN THE GUIDE

GSI: The best policy you've never heard of.

Guaranteed Standard Issue skips the typical underwriting process entirely. If your training program offers it, this could be the easiest path to coverage.

No health questions
No medical exams
Locks in coverage even with pre-existing conditions
WHO WROTE THIS
Michael Putterman, CFP®

Hi, I'm Michael.

I started my career helping physicians with disability insurance. I saw firsthand how disconnected financial advice can be. Agents push products before understanding your goals.

I wrote this guide so you can understand the process on your own terms, before anyone tries to sell you anything.

This is the same advice I give paying clients.

Michael Putterman, CFP®
Dream Bigger Financial
FREE DOWNLOAD

Get the guide. Get clarity.

No sales pitch. Just a clear explanation of what DI is, what to look for, and how to compare policies.

Free Disability Insurance Guide
Don't Let Your Dreams Slip Away
Michael Putterman, CFP®
No jargon. No sales pitch. Just a clear explanation of DI, what to look for, and how to compare policies.

Enter your email to get instant access

1Enter your name and email
2Check your inbox and confirm your email
3Get instant access, plus financial tips for physicians

⚠️ Use a personal email, not your hospital one. Hospital emails expire. Check spam too.

Already know you need coverage?

Skip the guide and let's talk.

Review and guidance are always free. No pressure. Just a clear look at your options.

Review and guidance are always free. If you apply through me, the insurance company pays me directly. You pay nothing for the guidance. I work with multiple carriers and I don't get paid more to recommend one over another.

Disclosure: This content is for informational purposes only. Disability insurance policies, underwriting rules, and program availability vary by carrier and training program. Please consult a qualified professional for guidance specific to your situation.
5.0
★★★★★
Based on 22 Google Reviews
Disclosures
Reviews are from current and former clients. Testimonials reflect individual experiences and may not be representative of all clients. No compensation was provided unless otherwise disclosed.
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Investment Advisory Services are offered through Dream Bigger Financial, LLC, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.