What We Do

Services for Dental and Medical Professional

Whether you’re in training, in practice or near retirement, Treloar & Heisel has more than 50 years of experience helping dental and medical professionals like you to find the right coverage for yourself and your practice. Explore the services and solutions we offer to help you reach your goals.

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Disability Income Insurance

Supplemental income during injury or illness.

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Business Overhead Expense Insurance

Help with practice expenses if you can't work.

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Business Loan Protection Insurance

Coverage for business-related loans.

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Disability Buy/Sell Insurance

Supplemental income during injury or illness.

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Term Life Insurance

Supplemental income during injury or illness.

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Life Insurance for Practice Loans

Supplemental income during injury or illness.

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Life Insurance for Buy/Sell Agreements

Supplemental income during injury or illness.

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Permanent Life Insurance


Supplemental income during injury or illness.

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Long Term Care Planning


Supplemental income during injury or illness.

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Professional Liability Malpractice Insurance

Supplemental income during injury or illness.

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Entity Malpractice Coverage

Supplemental income during injury or illness.

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Business Owner's Protection

Supplemental income during injury or illness.

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Worker's Compensation

Supplemental income during injury or illness.

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Employment Practices Liability Insurance

Supplemental income during injury or illness.

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Data Breach Coverage

Supplemental income during injury or illness.

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ERISA Bonds

Supplemental income during injury or illness.

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Wealth Management

Supplemental income during injury or illness.

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Financial Planning

Supplemental income during injury or illness.

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Property & Casualty Insurance

Supplemental income during injury or illness.

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Student Debt Management

Supplemental income during injury or illness.

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Home & Auto Insurance

Supplemental income during injury or illness.

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