Insurance and Financial Products
for Dental Students In Training


Transitioning from Student to Dentist

As graduation day nears, you will be thinking about what lies ahead. This is an exciting time, filled with many questions about the future.

Our industry-knowledgeable representatives visit campuses around the United States to help guide students through this very important phase of their lives.

Many students wish to explore risk management strategies, seeking the proper insurance coverages to protect against malpractice or disability (see the video for more).

Some also ask us about financial planning and managing student debt, for which we can refer them to one of our teamates in our wealth management division.

Treloar & Heisel can help guide you forward so you can focus your attention on finishing school.


Treloar & Heisel and Treloar & Heisel Property and Casualty are divisions of Treloar & Heisel, LLC.

Insurance products offered through Treloar & Heisel, LLC.

Treloar & Heisel, LLC. has advisors licensed in all 50 states and the District of Columbia.

This information is intended for general informational purposes only and not intended as advice. Please review with your licensed insurance professional.


What You Need as You Start Your Dental Career

Building a Solid Foundation

As you start your career, it's crucial to establish a firm foundation of coverages and financial plans that can help you succeed.

  • Disability income insurance
  • Professional liability insurance
  • Personal life insurance
  • Health insurance
  • Auto / Homeowner insurance
Dental students

Additional Considerations

In addition to the essentials, you can also consider other opportunities that can help you achieve professional and personal goals.

  • Spending plan
  • Emergency fund
  • Estate planning
  • Debt management

Why Treloar & Heisel?

With extensive experience in both insurance and financial planning, the team at Treloar & Heisel is a reliable resource for dentists from the moment they exit dental school up through their retirement. 

This expertise stretches across every phase of a dentist's career, providing the insights and knowledge that can help you make the most of your career opportunities and pursue financial goals. 

This includes navigating the transition from dental student to dentist, financial planning, and protecting you with the insurance coverages that help ensure a long and fruitful career. 

Learn more about how our team can work with you today to ensure your future is as safe, predictable, and reliable as possible.

Get Started

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How We Can Help

Our Services Tailored for Your Career Choices

Associate Dentists

  • Personal umbrella
  • Formal financial planning
  • Employer retirement plan



Individual Practice Owners

  • Reducing term disability
  • Business overhead expense insurance
  • Business life insurance
  • Business owner's policy 
  • Worker's compensation
  • EPLI
  • IRAs
  • Qualified retirement plan

Partner Practice Owners

  • Disability / Life buy-sell insurance
  • Reducing term disability
  • Business overhead expense insurance
  • Business life insurance
  • Business owner's policy 
  • Worker's compensation
  • EPLI
  • IRAs
  • Qualified retirement plan

Managing Risk Is a Foundation for Financial Security

Protecting yourself from the unforeseen is an important first step to building financial security.

Malpractice insurance is required prior to taking board exams, while disability income insurance helps to support you and your family in the event of an accident or illness. These are only a couple of ways our coverage can help you as you begin your career.

Get a Call from Our Team

Are you ready to get the coverages and help you want as you embark upon your career? We're ready when you are. 

Complete the form on this page to get a call from the Treloar & Heisel team. We'll work with you to get the policies you need to help your career start on the best foot possible.