To help you gain a better understanding of our Physicians Financial Partners program, we've assembled several of the most frequently asked questions. We hope the responses to these questions enable you to utilize the program to ultimately meet your own financial needs. If you have additional questions, please fill out our  request for information form or call toll free 1-855-210-4015 (M-F, 8am-5pm, CST).

What is the Physicians Financial Partners program and how can it benefit me as a physician?

The Physicians Financial Partners program is offered through AMA Insurance. The program is designed to provide physicians with: 1) access to local financial professionals vetted by AMAI, 2) access to a full suite of financial products, many with physician-specific benefits and 3) access to tools and resources to help cultivate informed decisions about relevant financial matters.

The products, services and resources are offered through Millennium Brokerage Group, LLC and other financial professionals approved to participate in the Physicians Financial Partners program.

What products and services are available through the Physicians Financial Partners program?

Approved financial professionals offer a variety of financial products and services for physicians, their families and practices, including:

  • Physicians 401k 
  • Annuities 
  • Roth IRA 
  • Term Life 
  • Cash Value Life 
  • Disability Income 
  • Wealth Management 
  • Retirement Planning 

Note: Products and services are available through Millennium Brokerage Group, LLC. Product and service availability varies; not all programs available in all states.

How does a financial professional qualify for participation in the program?

Each financial professional's credentials are carefully scrutinized and monitored through a variety of personal and professional background checks. In addition, we conduct a thorough review of financial statements, business performance results and professional references. Potential partners are also asked to sign a personal Code of Conduct agreement and are required to complete AMA Insurance's training program prior to becoming qualified to participate in the program.

Is this program only available to AMA members?

No, the Physician Financial Partners program is available to all physicians. However, certain programs and services offered through the program may have special discounts and/or features only available to AMA members.

How do I find an approved Physicians Financial Partners professional in my area?

To find an Approved member of the Physicians Financial Partner program in your area, call 1-855-210-4015.

Who is Millennium Brokerage Group, LLC?

AMA Insurance is proud to introduce Millennium Brokerage Group, LLC (MBG) as our strategic marketing partner for the Physicians Financial Partner program. MBG is headquartered in Nashville, Tennessee with ten supporting offices across the country. MBG specializes in state-of-art tools, resources and products for high-net-worth clientele and has created a physician-dedicated platform.

How do I verify that a financial professional is approved to participate in the Physicians Financial Partners program?

You can locate and confirm the status of an approved member of the Physicians Financial Partners program by  requesting the information or calling toll free 1-855-210-4015, M-F, 8am-5pm, CST.

Approved Partner Logos

Can you please tell me more about the participants of this program?

Physicians Financial Partners (PFP) 
 
The Physicians Financial Partners program is offered through AMA Insurance. The program is designed to provide physicians with: 1) access to local financial professionals vetted by AMAI, 2) access to a full suite of financial products, many with physician-specific benefits and 3) access to tools and resources to help cultivate informed decisions about relevant financial matters. 

Products, services and resources are offered through Millennium Brokerage Group, LLC and other financial professionals approved to participate in the Physicians Financial Partners program. 

Neither AMA Insurance, Millennium Brokerage Group, LLC nor any other financial planning professional participating in the Physicians Financial Partners program provides legal, tax or accounting services. You are encouraged to seek legal, tax or accounting advice from an independent professional advisor.

AMA Insurance

Established in 1988 as a wholly owned subsidiary of the American Medical Association (AMA), AMA Insurance is dedicated to meeting the insurance needs of physicians, medical students, their families and employees (including non-physician employees).

AMAI receives compensation for the sale and renewal of certain PFP products and services sold by Millennium Brokerage Group, LLC and other financial professionals.

Millennium Brokerage Group, LLC (MBG)

Founded in 1998, Millennium Brokerage Group is a leading provider of planning, insurance and financial services solutions. Millennium has operations with offices delivering advanced underwriting and planning services through advisors, banks, broker dealers, financial professionals and family offices nationwide.

Millennium is a strategic marketing partner of AMA Insurance and has been approved by AMAI to participate in its Physicians Financial Partners program. The tools, resources and products described on this website are offered through Millennium Brokerage Group, LLC and other financial professionals. 

Securities products offered through The Leaders Group, Inc., member  FINRASIPC. Millennium Brokerage Group is not affiliated with The Leaders Group, Inc.

 

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