We are thrilled to welcome Carlie Goldman to the Wesley SecureCare team! As a Life Plan Counselor, Carlie brings more than 20 years of professional experience within the healthcare and insurance industries. Certified in Medicare and health insurance, she specializes in helping seniors navigate their healthcare options with confidence and clarity. She is passionate about making a meaningful impact in the lives of seniors, helping them maintain their independence while ensuring access to vital resources and support. Her background as a former NFL Cheerleader for the Washington Football Team has fostered her ability to connect with diverse populations while maintaining a positive and energetic approach to life. She holds?an AA degree from Central Texas College and has pursued studies towards a BA degree at the University of Maryland Global Campus. As a proud Air Force veteran, Carlie has honorably served our country, demonstrating her commitment to public service.
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So my wife (& children) repeatedly share "life hacks" with me that are often simple in concept, but highly efficient and effective in value. In this post, my friend Dustin Karas shares some unique perspective for those #residentphysicians that have yet to pick their sub-specialty. A "life hack", of sorts, when it comes to securing the best #disabilityinsurance policy for you and your unique situation. #physicianDI #physicianwellbeing
Co-Founder/CEO @Pattern: Simplifying Disability Insurance and Personal Finance for Busy Doctors ?? | Investor | Christ-follower | Husband & Dad of 4
?? Huge DI Hack for Residents Planning to Subspecialize! ?? Are you a resident planning to subspecialize? You can save thousands on your disability insurance premiums by applying for a policy now. Insurance companies assign occupation classes based on your current specialty and duties. Subspecializing often leads to higher premiums. However, if you lock in your rate before you subspecialize, you can secure a lower premium, saving 30-50%! Your residency policy will still cover your new subspecialty duties. Don't delay – secure your financial future today. Pattern is ready to help! Link in my bio! #PhysicianFinance #DisabilityInsurance #MedicalResidents #FutureSpecialists #FinancialPlanning #HealthcareFinance #MedicalProfessionals #InsuranceSavings #PhysicianHacks
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?? Huge DI Hack for Residents Planning to Subspecialize! ?? Are you a resident planning to subspecialize? You can save thousands on your disability insurance premiums by applying for a policy now. Insurance companies assign occupation classes based on your current specialty and duties. Subspecializing often leads to higher premiums. However, if you lock in your rate before you subspecialize, you can secure a lower premium, saving 30-50%! Your residency policy will still cover your new subspecialty duties. Don't delay – secure your financial future today. Pattern is ready to help! Link in my bio! #PhysicianFinance #DisabilityInsurance #MedicalResidents #FutureSpecialists #FinancialPlanning #HealthcareFinance #MedicalProfessionals #InsuranceSavings #PhysicianHacks
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As I continue my long career in the insurance industry I am exceedingly concerned by the lack of attention paid to long- term care planning by consumers and financial advisors. This issue is a ticking time bomb ready to explode in millions of supposedly well-planned portfolios. It will impact assets under management and have profound impacts on every level of society. Larry, thanks for this thoughtful article. #protectingwhatmatters
Business Transformation Leader striving to modernize the distribution of insurance products and services
Thank you Insurance Thought Leadership for running my bylined article on how to tackle the LTC crisis. Through education, awareness and the assistance of licensed ltc agents, we can help provide aging adults with solutions to help them #agesuccessfully. Noel Evans, Cathy Sikorski, Esq., Assured Allies,
How to Tackle the Long-Term-Care Crisis
insurancethoughtleadership.com
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Protect Your Career: Questions Every Endocrinologist Should Ask As an endocrinologist, your ability to work in your specialty is invaluable. But how well is it protected? Take a moment to evaluate your disability insurance by asking these questions: Does your policy truly protect your specialty? Are your benefits taxable? Will your coverage adjust to match your income growth? Answering these questions can make all the difference in safeguarding your career and financial security. #Endocrinologists #DisabilityPlanning #InsuranceMD #CareerProtection
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?? Maximize Your Financial Security! ?? As a physician, your specialty is your most valuable asset. Whether you're a Cardiologist, Urologist, or Family Physician, protecting your career with True Own Specialty Disability Insurance is essential. This tailored coverage ensures your income and financial future are secure, even if you're unable to work in your specialty. Don't wait until it's too late—get the protection you need today! #InsuranceMD #PhysicianInsurance #DisabilityInsurance #FinancialSecurity #HealthcareProfessionals
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?? Attention Surgeons: Protect Your Most Valuable Asset! ?? As a surgeon, your ability to perform complex procedures is irreplaceable. But what happens if an injury or illness sidelines you from your specialty? Our latest article, "Safeguarding Your Future: The Essential Benefits of True Own Specialty Disability Insurance for Surgeons," explores why having the right disability insurance is critical. In this comprehensive guide, you'll discover: ? The unique financial risks and challenges surgeons face. ? How True Own Specialty Disability Insurance provides tailored coverage specific to your specialty. ? The key benefits, including tax-free income replacement and flexibility to work in other roles while receiving benefits. ? Real-world examples showcasing the importance of this insurance. ? Steps to apply and strategic advice for selecting the right policy. ?? Read the full article here: https://lnkd.in/gqDT8WTk Don't wait until it's too late. Ensure your financial stability and peace of mind today. #Surgeons #DisabilityInsurance #FinancialPlanning #MedicalProfessionals #InsuranceMD #CareerProtection #FinancialSecurity #LinkedInLearning #ProfessionalAdvice
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The best way to create a plan to fund for the potential cost of long term care is with insurance. You purchase automobile insurance to protect yourself financially against liabilities resulting from an accident. Why would you not protect yourself for your own financial benefit? A life insurance policy with a long term rider can protect your financial needs in the event you require long term care and provide a legacy for your family if you die prior to needing long term care it’s a win, win in either event. Get covered today as! [email protected]
Making a plan to pay for long-term care: Insurance and other alternatives
cnbc.com
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??Frances Mei Hardin, MD is here to drop some knowledge—Pattern makes disability insurance simple and stress-free! As a busy physician, you don’t have time to waste on complicated insurance processes. That’s where Pattern comes in. Our physician liaison, Frances Mei Hardin, is sharing valuable insights—securing your financial future has never been easier. Whether you're just starting out or looking to optimize your coverage, we're here to streamline the journey. Tune in to hear how Pattern can help you focus on what truly matters. Link in the comments below! ?? #Physicians #DisabilityInsurance #FinancialProtection #Pattern #InsuranceSimplified
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CAN WE SUPPORT A SURVIVOR'S LIFESTYLE WITH LONG-TERM CARE PLANNING? The lifestyle needs of the survivor should be the goal when designing an appropriate level of Long-Term Care Insurance coverage. The coverage should protect enough income-producing assets to support the survivor. bit.ly/AP-PS #AgingPlan #MyAgingPlan #WolfLTC #longtermcare #planforcare #fiduciary #planning #retirementplanning
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