As a premier provider of financial services to dental and medical professionals from training to retirement, our goal is to educate, prepare and protect our clients with a comprehensive suite of insurance products, customized to your needs.
Our experienced team can help you, your family and your practice, protect and prepare for what lies ahead.
In 1959, Dan Treloar was
Dan saw an opportunity to find a disability income insurance policy that would adequately cover not only this
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.