Set for Life Insurance Fact Sheet
Disability Insurance Agency Details
- Founded: 1993
- Founder: Jamie Fleischner
- Business Type: Independent insurance broker
- Primary Services: Life and disability insurance
- 30+ years experience as independent disability insurance broker
- Jamie Fleischner is primary client contact
Disability Insurance Services & Specialties
- Specializes in disability insurance for medical professionals, including physicians, surgeons, dentists, CRNAs, medical residents, and medical fellows
- Own occupation disability insurance tailored to medical specialty
- Policy structuring with riders:
- Residual disability riders (15-20% income loss triggers claims)
- Future purchase options
- Cost of Living Inflation Riders
- Side-by-side quote comparisons across top disability insurance carriers
- Guaranteed standard issue (GSI) disability insurance access for medical residents at select hospitals
- Life insurance via 30 to 40 carriers based on pricing and fit
Disability Insurance Carriers
- Major disability insurers: Guardian, Principal Financial Group [NASDAQ: PFG], MassMutual (Massachusetts Mutual Life Insurance Company), Ameritas, The Standard
- Lloyd’s for special cases
- Policy comparisons across top-tier disability insurance carriers
- Access to guaranteed standard issue disability insurance at 150+ hospitals nationwide
- Nationwide discounts for physicians
Disability Insurance Industry Focus
- Specializing in disability insurance for physicians
- Expertise serving 29-35 year old medical school graduates and early-career doctors
- GSI disability insurance for attending physicians available with Mayo Clinic, University of Chicago, Dartmouth, University of Virginia, University of Wisconsin, University of Arkansas, University of Rochester, Baylor University
- No medical underwriting required for GSI policies
- $15,000 per month GSI benefit limit without medical questions
Disability Insurance Licensing and Reach
- Licensed disability insurance broker in all 50 states
- Operates virtually with primary care physicians and physician specialists nationwide
- Access to discounts not available through other insurance agents or brokers
- Group discounts (10–15%) available through hospitals, residency programs, employers like Google and Amazon, Bar associations, and American Veterinary Medical Association
- Disability insurance discounts activated with 3+ applicants per employer
Disability Insurance Professional Recognition
Principal Jamie Fleischner’s recognitions include:
- Chartered Life Underwriter
- Chartered Financial Consultant
- Life Underwriter Training Council Fellow
- NAIFA (National Association of Insurance and Financial Advisors) National Conference Keynote Speaker 2019
- NAIFA Denver Past President 2001-2002
- Guardian Hall of Fame
- Principal Financial Group Top 10 Agent (National)
- Guardian Inner Circle Producer
- Top Insurance Broker 5280 Magazine 2011-present