Welcome to series 2 of MedMic!
This series, Anthony and Will are joined by DPM Insurance Consultants Sonal Brar and Kyle Roberts to talk all things insurance.
The DPM team are here to help medical professionals understand insurance, protect their income, and make informed decisions about their financial futures.
Anthony has been working in tax and accounting since 2010 and started at DPM as a Tax Consultant in 2015. He looks after doctors with a customer-centric approach.
Will joined DPM in 2016. More than 14 years’ experience in the Financial Services industry has allowed him to work closely with a varied client base.
Bringing over 15 years of financial services experience, with 8 years experience in the insurance industry, Sonal is a real authority on medical professional's insurance needs.
With a strong background in insurance, paraplanning and preparing statements of advice documents, Kyle specialises in helping medical professionals achieve their goals.
Episode 1 | Insurance 101
Insurance is one of the most important, yet commonly overlooked components of a doctor’s financial plan.
Join Anthony and Will as they chat to DPM Insurance Consultants Sonal and Kyle as they chat all things insurance related and touch on a few of the key topics for this series.
Episode 2 | Lump Sum Cover
In this episode, the team explore how these policies work, what they are designed to cover, and why they are particularly important for medical professionals with financial responsibilities such as mortgages, dependents, or business obligations.
Episode 3 | Trauma Cover
There are a few kinds of trauma cover and the types and extent to which you choose to add to your portfolio is unique to your personal circumstances.
Here the team break down what’s available, why you might want it, and how it all fits together in the wider view of your portfolio.
Episode 4 | Insurance throughout your medical career
Insurance should never be something you just set and forget. Regular reviews are important to keep you adequately covered.
There are many points throughout your personal and professional life that you should take a moment to reassess your insurances and whether there are any additions you require.
Come chat to us! 🫱🏼🫲🏽
DPM welcome you to book in for a free, on-obligation consultation with one of our expert team members like Sonal or Kyle to discuss your insurance portfolio needs.
