Services we provide specially for SLMMS members
- Investment management fees specifically negotiated for SLMMS members
- 0.50% annual fee for accounts over $100,000
- 0.75% annual fee for accounts under $100,000
- Access to a low cost 401(k) plan with minimal administrative work
- Receive all of the plan benefits of a large company regardless of the size of your practice
- Let someone else handle the administrative work
- Get access to low cost index funds and quality low cost institutional funds
- Greatly reduce your fiduciary responsibility through a Multiple Employer Plan
- Discounted disability insurance
- Receive a 20% or greater group discount on individual disability insurance through Principal
- Receive unisex rates which are lower cost than male or female rates
- House calls are available
- We know you are busy so we can come and meet you right at your office
- We know you are busy so we can come and meet you right at your office
- No cost, no obligation second opinions are available
- If you just want a second opinion on what you are currently doing, we will provide that for you at no cost because you are a member of SLMMS
- If you just want a second opinion on what you are currently doing, we will provide that for you at no cost because you are a member of SLMMS
- No cost student loan debt counseling
- We will sit down with you and go through your student loans and help you come up with a strategy for paying these off
- We are not a debt consolidation company and offer no loans, we are happy though to help you gain an understanding as to what your options are
- Access to physician specific mortgage programs with as little as 0% down
- Through our relationship with multiple banks we have access to these programs
- These benefits are available for those just finishing up their residency or who are further along in their careers
- Life insurance brokerage department
- Representing over 25 highly rated insurance companies to be sure you get the best product at the lowest cost
