Insurance Products for Dental & Medical Professionals | Treloar and Heisel

Planning for a Full Life

Achieving your career goals is no easy feat, which is exactly why risk management strategies are crucial to protecting your future.

At Treloar & Heisel, we look at your career path — past, present, and future — to create a holistic, solid financial foundation to protect all you’ve been working towards.

With our resources and support, you can feel confident that you’re on a path that can adapt to support your evolving career, allowing you to focus on the things that matter most.

We believe in helping you find peace of mind no matter what the future may hold.

Through our methodology, we holistically examine your life and career to create a financial action plan that helps you reach your goals. With strategic check-ins and effective tools, you can feel confident as we guide you through the implementation and optimization of your unique plan.

From helping you consider your options for managing dental school loans, to protecting your income and your loved ones, to planning for retirement - however far or near that date may be for you - we’re here to help you at every stage of life.

MEDICAL AND DENTAL SCHOOL

Whether you want to be a general practitioner or choose to specialize, it’s wise to map out your plan for success while you are still in school. Since your health and your age contribute to insurance rates, now is the ideal time to secure affordable coverage, such as disability income insurance and malpractice.

EARLY CAREER

As you graduate and obtain your licenses, you have career path options, including joining an existing team or starting your own practice. Whichever path you choose, you need to ensure you have the necessary insurance to protect yourself. A tailored home and auto insurance policy, for example, can protect your physical assets as you grow your financial wealth.

IN PRACTICE

During your career, you may decide to hire employees, become a business partner, or plan for your family’s future. With professional guidance and support, you can safeguard your career at every stage with risk management tools tailored for you. One key coverage to consider at this time is a business owner’s policy designed to protect you, your employees, and your practice.

LOOKING AHEAD TO RETIREMENT

Retirement is far from the student’s mind, yet medical and dental professionals who are most successful begin planning soon after they launch their careers. Many of these seemingly faraway decisions aren’t acted upon until you near retirement, but it’s most prudent — and most cost-effective — to set them in motion today. For example, it’s a good idea to think about legacy and long term care decades prior to retirement.

RETIREMENT & BEYOND

The average retirement age for dental and medical professionals is approximately 65. Pre-retirement and retirement comes with a host of decisionmaking opportunities, including considering how you will leave a legacy for your family and loved ones. It’s important to work with a financial professional who can continue to advise you throughout your retirement years.

Services and Solutions For Every Stage of Your Career

As a dentist you understand the importance of having the right tools and training to excel at your profession. We feel the same way about our work. By working with insurance and financial professionals who specialize in the unique needs of dental professionals, you can feel confident at every stage of your career.

With decades of experience in guiding dental professionals, Treloar & Heisel can help you design a plan for your full life, including protecting the things you value and helping you grow and prosper.

IN TRAINING

IN PRACTICE

NEAR RETIREMENT

A Trusted Partner For Your Dental Career

We provide experienced guidance and advice for the decisions ahead, so you can focus on a strong start to your career. Learn more about how we help those beginning their dental careers.

Practice with the Confidence of Being Prepared

Customized risk management solutions to support your professional success.

Strategies for Smooth Transitions

Plan and execute your transition to retirement with professional, experienced guidance.

Estate Planning Strategies
Business Succession Planning
Buy/Sell Agreements
Wealth Management

Treloar & Heisel, an EPIC Company, is a premier financial services provider to medical and dental professionals across the country.

For 65 years, our team has assisted thousands of dental and medical professionals from school to practice and through retirement with a comprehensive suite of financial services, custom-tailored solutions, and a strong national network focused on delivering the highest level of service.

Our experienced team can help you protect and prepare for what lies ahead. With advisors located throughout the nation, we're here to help support you. Use our Advisor Locator to find an advisor in your area.

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Jessica Doe

CEO - Doe Company

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