Medical Residents and Fellows can enroll in the special RBC insurance NO MEDICAL OFFER for up to $8,500 per month* of disability benefits and get up to 5 Months Free*.
| Physician Eligibility | Maximum Issue Limits | Discounts |
|---|---|---|
| Resident | $4,500 | 10% |
| Fellowship program (not in last year of specialty or sub-specialty) | $8500 | 10% |
| Resident Graduates (last year residents planning to enter family practice) | $7,500 | 10% |
| Resident Graduates (last year residents planning to enter practice – specialists)to enter practice – specialists) | $11,000 | 10% |
| Fellowship graduate (last year of specialty or sub-specialty, planning to enter practice) | $11,000 | 10% |
Dale and his team have been successfully providing creative insurance and investment solutions for medical professionals, business owners and high net income individuals & families for nearly 10 years. Dale ensures that his client’s best interests are consistently met.
I have been working with Dale since the end of medical school in 2015 and have had an excellent experience the entire time. As someone who has very little financial literacy, he has made it easy for me to navigate insurance, investing, and generally managing my finances. He is always available, quick to respond, and explains everything clearly and thoroughly. There are many companies out there that offer similar services but with Dale, I feel like he personally cares about my goals and needs. I would highly recommend him to anyone looking for a financial advisor and plan to continue working with him in the future!
I have been very pleased with the service I have received from Dale at Abrams Financial for the past nine years. He understands the financial pathway of a physician from medical school through the transition to practice. His insights and experience come through every time I meet with him. He clearly cares about the wellbeing of his clients and their families, and conducts his business with the utmost care, and professionalism. He worked with us to develop a sound and cashflow conscious insurance plan during residency that set us up for success in the transition to practice. He continues to be a trusted and valued professional as my practice expands in scope and complexity. I would strongly recommend Abrams Financial to my colleagues.
I have been with Abrams financial since 2014. Financially, they have been an incredible help through my transition to residency and my transition into practice. Dale and Justin produce great results, are realistic and are incredibly approachable. They really go the extra mile for you and without a doubt, I will be using Abrams Financial throughout my career.
I have been with Dale of Abrams Financial since 2012. When I was finishing medical school, many companies tried to sell me insurance products, and it was very much about meeting a ‘bottom line.’ However, Dale was more interested in seeing what I wanted to do, and what my future plans and goals were. We worked together to make decisions, and I have nothing but trust and comfort in Dale. I would recommend Dale and the rest of Abrams Financial team to any physician looking for a financial advisor who they can trust wholeheartedly.
We highly recommend Dale Abrams to our colleagues. We greatly appreciate his expertise in physician finances and guidance in deciding on insurance policies and large financial decisions. Dale is refreshingly upfront and direct with his advice. He can explain concepts in a clear manner, and we trust he is truly looking out for our best interests. Over the last year, Dale has made himself readily available to answer our questions and was even able to rush a meeting last minute to obtain life insurance during our pregnancy. We look forward to continuing working with Dale moving forward!”
After being approached by countless companies at the end of medical school to try to sell us insurance, I felt that Dale (President) of Abrams financial was the one person that didn’t seem to want to just sell us a product and be done with it. After spending an extraordinary amount of time going over my financial goals in the short and long-term, he went above and beyond and reached out to other professionals to help me connect with them to have my questions answered. Throughout the last 5 years that I’ve worked with him and Justin (for accounting), I have had timely responses, superb service, and a fantastic experience. Dale and Justin both work to provide an individualized experience for residents who need it.
Dale from Abrams Financial was very friendly and approachable. I had little knowledge about managing my own finances and the thought of buying insurance, how to save money, dealing with debt and making smart investments were all daunting. Dale was able to explain the options in a way that made sense, there was complete transparency and he recommended options that were tailored to my individual unique needs.