WisMed Assure, the Wisconsin Medical Society’s insurance agency, offers members discounts on and exclusive access to insurance products including medical malpractice insurance, business owners’ insurance, WPS Medicare Supplement program, dental, health, disability and life insurance. WisMed Assure’s Team Income Defense helps individual physicians protect their income.
The team consists of Tom Strangstalien, Insurance Advisor, Lisa Koerner, Insurance Advisor, and Mary Krueger, Insurance Advisor.
Today we’ll learn more about Lisa Koerner.
What products and services does Team Income Defense provide?
We provide comprehensive disability coverages, simple to complex life insurance, annuities and estate planning coordination.
Why is it important for physicians to have this coverage in place?
Physicians have a unique profession that exposes them to risks every day – both on and off the job. These programs allow our members and their families to continue to live the lifestyle they are accustomed to if the member should suffer from a serious illness, injury or loss of life. When it comes to health insurance, we can help make sure our clients have needed coverage as they move towards retirement - whether it is a Medicare Supplement, Advantage Plan or the Part D for your prescriptions.
Tell us a little about your background and why you do what you do?
I have been helping individuals protect their income and assets since 2007. I grew up in Luxemburg, Wisconsin and currently live in De Pere Wisconsin. My husband and I have been together for 37 years. We have a kind and caring son and a mischievous cat.
What’s different about WisMed Assure?
WisMed Assure believes in teamwork for the client. We research and confer with others, if need be, to find the suitable coverages and will locate other representatives in other states or companies we don’t represent to give our members the best benefits possible. WisMed Assure works with several different companies with programs designed specifically to cover the needs of the medical community while treating you like a member of their family.
WisMed Assure is a service of the Wisconsin Medical Society. Our revenue supports the fulfillment of the Society’s mission to improve the health of the people of Wisconsin by supporting and strengthening physicians' ability to practice high-quality patient care in a changing environment.
What’s your favorite client story?
I had a client who had taken out a life insurance policy with a trust as the beneficiary to care for his disabled wife in the event that he was no longer there. A year later he was diagnosed with a terminal cancer and died a month later. His wife was able to use the benefits from the policy to stay home and continue to have caregivers come to the house to care for her.
Reach out to the WisMed Assure team at insurance@wismedassure.org, complete this quick online form or call 608.442.3810 for help with your insurance needs.
WisMed Assure is the Wisconsin Medical Society’s insurance agency – profits earned support the mission of the Medical Society.