Our History
A Legacy of Industry Innovation
In 1959, Dan Treloar was a lone insurance agent in New Castle, a small town in western Pennsylvania. A neighbor in the office building they shared was an orthodontist, and a client who needed disability income insurance.
Dan saw an opportunity to find a disability income insurance policy that would adequately cover not only this client, but orthodontists nationwide. At the time, large brokerage companies were vying for this business. There was yet a single national insurance company who was willing to take on the risk.
Relentless in his pursuit of a solution, Dan convinced an insurer in Chicago to develop a contract that would address the specific needs of orthodontists. Word spread, and one by one, specialty dental associations decided to entrust their insurance business with Treloar & Heisel.
More than half a century later, Treloar & Heisel is a premier financial services provider to dental and medical professionals across the country. We assist thousands of clients from training to practice and through retirement with a comprehensive suite of financial services, custom-tailored advice, and a strong service-focused support team.
Our Team
Meet the experienced professionals dedicated to serving you.
