Member Services

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
     
• 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
     
• 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