"Bulletproofing Your Insurance Portfolio - Optimal Protection At Minimal Cost"
Chris D. Callen is a dynamic speaker who has presented at numerous events for dental professionals and their organizations throughout the United States. Not only will his passion and expertise keep your audience enthralled, he will explain how they can save money and optimize their insurance.
Synopsis Of The Presentation
Learn how to save $3,000 to $5,000 a year on your overall insurance outlay while actually increasing your insurance protection at the same time. Learn proven concepts to streamline your business and personal insurance portfolio. Chris will explain key concepts of policy design and teach you how to avoid the most common loopholes associated with most policies owned by dentists.
The Following Policies & Topics Can Be Discussed Per Your Needs
- Personal Disability Insurance - The Key Points On Selecting The Right Policy For A Dentist
- Business Overhead Disability Income - How To Correctly Determine The Correct Needs & Waiting Periods
- Loan Protection Insurance - How To Satisfy Your Loan Institution's Needs For Life & Disability Insurance
- Retirement Plan Disability Income Protection - How To Insure Your Pension Contribution During A Disability
- Group and Individual Health & HIPAA Laws - Are You In Legal Compliance & How To Cut Your Health Care Costs In Half
- Succession Planning - The Buy / Sell Agreement - How To Guaranteed The Sale Of Your Business In The Event Of Disability Or Death
- High Limit Disability Insurance For High Income Clients - Are Traditional Insurance Limits Not Sufficient ? How To Get What You Need
- Life Insurance Strategies - How To Determine The Correct Need & Type Of Insurance.
- Estate Planning Strategies - How To Protect Your Estate From Federal Taxation At Death - For Very Little Outlay
- Long-Term Care Insurance - How To Obtain This Valuable Policy For About Half Of What You Have Most Likely Been Shown
Our System - "The Focus Strategy Approach"
While building or running a successful business many professionals do not have the time it takes to ensure an effective and streamlined insurance program. We have developed a unique strategy that tailors health, life, disability income, long-term care and property and casualty insurance into one cohesive package. We call this "The Focus Strategy Approach".
This is a process that has been featured in a 3-part series in Dental Economics and endorsed by The Profitable Dentist as well as The Richard's Report. You may have also read about our system in the practice management book series "The Cutting Edge - The Series" that Chris Callen co-authored with his brother, Dr. Craig Callen. Chris' talk will highlight the key planning concepts of "The Focus Strategy Approach" insurance planning method that has served his clients well for over a quarter century.
We believe that your money is better spent by putting it back into your business or into your retirement plan or personal investments rather than insurance. Our goal is to minimize the total dollars spent for insurance so as to allow you to maximize your savings and your contributions into your retirement planning vehicles. Every $1.00 saved on insurance today, for someone in their 40's, could really represent $10.00 savings when put into retirement plans and held to retirement.
We pride ourselves on our ability to apply progressive insurance concepts to your insurance needs better than any other insurance firm that specializes in the needs of dentists. We will take the confusion, that typically surrounds most insurance agent's presentations, out of the buying process. Your complete satisfaction is our goal. In most cases we will save our clients a significant amount of money while increasing their overall insurance protection.