ASSET PROTECTION 101: WHAT EVERY DOCTOR SHOULD KNOW
FEATURING: DAVID MANDELL
Listen in as host Jerry Kelsheimer chats with David Mandell, Partner of OJM Group, a wealth management firm that helps physicians develop, implement, and maintain comprehensive financial plans.
Jerry and David explore the importance of asset protection for physicians - an essential but often overlooked part of practice planning. While malpractice insurance is essential, it often provides only partial protection. Physicians face unique professional and personal risks that require a more comprehensive strategy,
What You’ll Learn:
- Importance of liability insurance for physicians
- Purpose of asset protection planning
- Insurance coverages physicians and practices should be considering
- Examples of exempt assets
- Legal tools used to shield assets
Resources:
Jerry Kelsheimer: Bio
David Mandell: Bio
OJM Group: www.ojmgroup.com
To receive your free copy of David's book, "Wealth Strategies for Today's Physician," visit LINK HERE.
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