Limited concierge planning spots available
Protecting your income

Everything you're building toward comes down to one thing.

Your ability to work.

Not your savings. Not your investments.

Your income.

If that stops, everything else has to adjust.

You made it through school. You're finally building momentum.

Then something unexpected happens.
Not dramatic. Just enough that you can't practice the same way.

That number is already spoken for. Your loans, your family, your future. And it only works if your income shows up.

Your future income
$0
What your income could look like over the next 25 years

Your income can go from $70K in training to $250K+ as an attending. Over time, that income adds up to millions. But if something interrupts your ability to work, that entire path changes.

Disability Insurance

Your specialty is your career. Protect it that way.

A strong policy pays you if you can't work in your specialty the way you were trained, even if you could still work in a different job.

Only 47% of DI applications are approved as submitted. Your health history, pre-existing conditions, and timing all matter. Working with the right agent changes the outcome.

What to look for
True own-occupation definition
Pays if you can't work in your specialty, even if you could do another job
Future increase option
Scale your coverage up as your income grows, without new medical underwriting
Partial disability coverage
Benefits if you can work reduced hours or with limitations
Training discounts
Available while you're still in residency or fellowship
Guaranteed Standard Issue

The best disability policy most physicians don't know about.

Available to physicians in many training programs through select carriers.

It's not offered by your program. It exists outside of it, which is why many people miss it.

No medical underwriting
No health questions
Locks in coverage even with pre-existing conditions

Many programs only offer this during training. Once the window closes, it's gone.

See if you qualify
What protection looks like

Two types of coverage. One conversation.

One protects your income. One protects the people who rely on it.

Disability Insurance

Protects your ability to earn in your specialty.

Own-occupation coverage
Training discounts available
Future increase option
Life Insurance

Protects the people who depend on your income.

Simple level-term policy
Lock in pricing while young
No cash value. No surprises.

If someone relies on your income, like a spouse, kids, or co-signed loans, this matters.

Once this is in place, you get to focus on building your life, not worrying about it.

How this works

No pressure. No surprises.

1

Review your situation

Health history, training stage, coverage needs. Always free.

2

Understand your options

Side-by-side comparison across top carriers. No jargon.

3

Compare quotes

Real quotes from real carriers. Not a generic calculator.

4

Apply (if you want to)

Your call. No obligation at any step.

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.

Free Guide
Don't Let Your Dreams Slip Away — Disability Insurance Guide
I wrote the book on this

DI is confusing on purpose. I made it simple.

Too many doctors get bad advice from agents who push products before understanding your goals.

I wrote this so you can understand the process before anyone tries to sell you anything.

Enter your email to get the free guide:

Covers own-occupation, GSI, group coverage gaps, building your policy, the application process, and more.

Your income is your biggest asset.

Let's make sure it's protected.

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

Google Reviews
5.0
★★★★★
Based on 18 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
PROTECTING YOUR INCOME

Everything you're building toward comes down to one thing.

Your ability to work.

Not your savings. Not your investments.

Your income.

If that stops, everything else has to adjust.

You made it through school. You're finally building momentum.

Then something unexpected happens.
Not dramatic. Just enough that you can't practice the same way.

Your future income
$6,250,000
What your income could look like over the next 25 years

That number is already spoken for. Your loans, your family, your future. And it only works if your income shows up.

Your income can go from $70K in training to $250K+ as an attending.
Over time, that income adds up to millions.
But if something interrupts your ability to work, that entire path changes.

DISABILITY INSURANCE

Your specialty is your career. Protect it that way.

A strong policy pays you if you can't work in your specialty the way you were trained, even if you could still work in a different job.

What to look for
True own-occupation definition
Future increase option (scale coverage later)
Partial disability coverage
Training discounts while in residency/fellowship

Only 47% of DI applications are approved as submitted. Your health history, pre-existing conditions, and timing all matter. Working with the right agent changes the outcome.

★ Guaranteed Standard Issue

The best disability policy most physicians don't know about.

Available to physicians in many training programs through select carriers.

It's not offered by your program. It exists outside of it, which is why many people miss it.

No medical underwriting
No health questions
Locks in coverage even with pre-existing conditions

Many programs only offer this during training. Once the window closes, it's gone.

See if you qualify →
WHAT PROTECTION LOOKS LIKE

Two types of coverage. One conversation.

One protects your income. One protects the people who rely on it.

Disability Insurance

Protects your ability to earn in your specialty.
Own-occupation coverage
Training discounts available
Future increase option

Life Insurance

Protects the people who depend on your income.
Simple level-term policy
Lock in pricing while young
No cash value. No surprises.

If someone relies on your income, a spouse, kids, co-signed loans, this matters.

Once this is in place, you get to focus on building your life, not worrying about it.

HOW THIS WORKS

No pressure. No surprises.

1

Review your situation

Health history, training stage, coverage needs. Always free.
2

Understand your options

Side-by-side comparison across top carriers. No jargon.
3

Compare quotes

Real quotes from real carriers. Not a generic calculator.
4

Apply (if you want to)

Your call. No obligation at any step.

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.

I WROTE THE BOOK ON THIS

DI is confusing on purpose. I made it simple.

Too many doctors get bad advice from agents who push products before understanding your goals.

I wrote this so you can understand the process before anyone tries to sell you anything.

Don't Let Your Dreams Slip Away — Disability Insurance Guide
FREE GUIDE
Don't Let Your Dreams Slip Away
Michael Putterman, CFP®
No jargon. 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 the free guide:

Covers own-occupation, GSI, group coverage gaps, building your policy, the application process, and more.

Your income is your biggest asset.

Let's make sure it's protected.

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

5.0
★★★★★
Based on 18 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.
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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.