MANAGEMENT SERVICE ORGANIZATIONS (MSO)
MSO'S PROVIDE TAX ADVANTAGED WAYS TO PAY FOR LIFE, DISABILITY AND LONG TERM CARE INSURANCE.
Learn how to recover historical premiums paid tax free and pay ongoing premiums with tax advantaged dollars while preserving tax free receipt of benefits. Discover how to identify annual profit centers currently invisible in plain sight that can significantly increase annual income and net worth.
Our members have access to savings on paying for life insurance, disability insurance, long term care insurance and annuities using tax advantaged dollars.
"These are high quality people providing a high quality service with an open friendly nature and who don’t disappear after winning your business! "
Our members have access to savings on paying for life insurance, disability insurance, long term care insurance and annuities using tax advantaged dollars.
Our core of advisors find more cost effect ways to pay for insurance and annuities to the high net worth market for over 25 years. We are extremely proficient in designing plans that take advantage of the tax laws to reduce the after-tax cost to our clients.
Your membership in Doctors IPA entitles each doctor in practice to a complete, comprehensive review without cost or obligation.
Our experts help you determine the right product to meet your needs based on your desires and situation. We provide all plan designs, presentations and product information without cost or obligation to you.