Well-Being Insurance Strategies

Introduction

As a medical professional, you’ve dedicated your life to helping others. You’ve invested years of intense academic study, and likely accumulated debt, to be where you are today. But an unexpected illness, injury, or financial setback could threaten everything you’ve worked to achieve. Without clear, reliable disability insurance and life insurance, you risk leaving your family and future goals vulnerable.

Well-Being Wealth Strategies specializes in creating customized disability insurance and life insurance solutions that protect what matters most to you. We know that the complexities of disability insurance can seem overwhelming, especially when you're juggling a demanding career. We have over 2 decades of cultivated relationships with the major insurance providers, allowing us to give you personalized, transparent guidance, breaking down the intricacies of insurance products into a clear, manageable plan.

By simplifying complex decisions and offering long-term support, Well-Being Wealth Strategies removes the stress and confusion often associated with insurance planning and allows you to breathe a sigh of relief that your future – and family – are protected.

Protect everything you’ve worked for with insurance solutions designed specifically for medical professionals like yourself. With Well-Being Wealth Strategies as your alliance, you can protect your income and guard your future.

Why You?

Doctors like you spend years honing your expertise and investing in your career, but the very income you rely on to build your future is often left unprotected.

At Well-Being Wealth Strategies, we provide tailored disability insurance solutions specifically designed to safeguard the unique financial risks faced by medical professionals. With over 20 years of experience working with doctors, we are a trusted alliance with them in protecting their financial future. We simplify available options, providing detailed education. Dustin Peltier, President of Well-Being Wealth Strategies, is a Financial Advisor and CERTIFIED FINANCIAL PLANNER who excels in educating his clients, allowing them to make decisions that best align with their personal and professional goals.

Our approach goes beyond transactions, fostering long-term relationships and providing ongoing monitoring to ensure your coverage evolves with your career. By working with Well-Being Wealth Strategies, you can rest easy, knowing that your income, investments, and the future you’ve worked so hard for are protected.

Ideal Client

Our ideal client is a highly educated medical professional who is working hard to build a stable and fulfilling life. Who has invested substantial time, money, and effort into their career and is now seeking the financial protection they deserve. Typically, in training or early in their practice, these professionals worry about their future income and protecting their families from the financial impact of unexpected illnesses, injuries, or premature death. They often feel overwhelmed by insurance complexity and want trusted, personalized guidance to make informed decisions.

Well-Being Wealth Strategies’ clients value clarity, customized solutions, and the confidence that comes from working with specialists who deeply understand their unique financial challenges and goals.

* Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Well-Being Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. MN Insurance License #20538279, AR Insurance License #8555982, CA Insurance License #0l10178. Tracking #7442137.1, Exp. 12/26.