Veterinarian Solutions

“It’s not the will to win that matters... Everyone has that.

It’s the will to prepare to win that matters.”

Bear Bryant

Many years of education, long hours, and stressful days can all take a toll on your financial situation. It is our goal to help you develop a financial strategy so that you can devote your time and energy to what matters. Gaining an understanding of your goals, values, and circumstances is only the beginning. Once we develop an understanding of who you are, and your objectives, we will customize a strategy that meets your needs.

Collaborating with us helps to provide assurance that your financial goals are on track in your sometimes hectic career. From student loans to asset protection, taxes to retirement, and debt to insurance, we have the knowledge and resources to provide the assistance you need. In addition, as a member of the American Veterinarian Medical Association, you have access to a suite of vital benefits to help protect you and your loved ones. This product line of the AVMA Life Trust and New York Life Insurance Company was designed by veterinarians, for veterinarians, and has been serving and protecting its members for over 60 years. Our team knows how the finances of veterinarians can differ from those of other professionals, and we’re committed to tailoring your financial strategy specifically to you and your career.

Advanced Planning & Services

  • New York Life Core Products and Business Planning
  • Ancillary AVMA Products

Protecting What Matters Most


  • Life insurance


  • Professional Overhead Expense


  • Short-term Disability
  • Long-term Disability


The AVMA Life Trust is a group health and life insurance trust program that is uniquely tailored to veterinarians. It is underwritten by New York Life Insurance Company.

Charitable Planning

Our professionals can help you with your charitable giving as a part of your financial strategy. If giving to a cause has been on your mind but you’re unsure of the best approach, consult with us today and we’ll help you make regular donations to a charity part of your personal financial strategy.

Retirement Planning

Retirement planning is crucial for veterinarians in order for them to stay on track and retire on time. While others can begin saving for retirement within years of graduating high school, veterinarians can fall behind without proper planning. Our job is to help you address your finances in such a way that retiring on time is made possible.

Education Planning

Planning for the education of your children can be overwhelming, especially when you have just finished paying off student loans of your own. Our team of professionals is prepared to work with you to take into account factors such as tuition growth, risks involved, taxes, and more, to create a plan best suited to the needs of both you and your children. Talk to us about education funding today.

We do not provide tax advice. Please consult your own advisors for tax advice.

Debt Management

You would not be where you are today if it were not for hard work and years of education. Unfortunately, your education probably came at a high price, in the form of student loans. We want to help you address your obligations in such a way that paying them off becomes a reality. Our financial strategies will help meet your objectives so that your career, not your debt, can be the center of your focus.

Asset Protection

Unexpected adverse events can happen at any time. Permanent life insurance provides death benefit protection, creditor protection in certain states, the ability to accumulate cash value and safeguard the transfer of policy proceeds to your beneficiaries such as your children and grandchildren. We can help you figure out which course of action is right for your specific situation and objectives.

Employee Benefits

No veterinarian office can run smoothly without the help of other staff members. This team is what keeps customers satisfied, schedules complete, and priorities in order. Benefits, such as medical and dental insurance and paid leave help ensure that your employees are dedicated to staying with your practice. Our job is to help you decide which benefits are best for your company.

Medical and dental insurance are available through one or more carries not affiliated with New York Life Insurance Company, depending on carrier authorization and product availability in your state or locality.

Disability Insurance

If your family’s main provider is no longer able to work due to illness or injury, disability insurance protects your income so that your family still has a source of stability. Our agents can help you protect your current lifestyle and long-term goals. In addition to medical expenses, income is usually reduced or even terminated at the onset of an illness or injury. As the main provider for your family, you should strongly consider disability insurance if your spouse does not believe he or she could maintain financial stability with only one income.

Individual disability insurance is available through one or more carries not affiliated with New York Life Insurance Company, depending on carrier authorization and product availability in your state or locality.

*We do not provide tax advice. Please consult your own advisors for tax advice.

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August 05, 2020 @ 12:09 PM

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