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199: Essential Insurance and Retirement Strategies for Dental Entrepreneurs
Manage episode 422307284 series 1569094
Jake Puhl, CEO of The Dentist Entrepreneur Organization, hosts Shawn Johnson, VP of Business Development, and Lara Blaine, Property and Casualty Manager at Treloar & Heisel. They dive into the essentials of insurance and retirement planning for dental practices. Shawn emphasizes the importance of comprehensive insurance coverage and regular policy reviews, while Lara shares insights on managing property and casualty risks, including cyber threats and natural disasters. They share real-life examples, from tornadoes destroying new practices to age discrimination lawsuits, highlighting the need for tailored insurance solutions to safeguard your practice and ensure peace of mind.
Download this Free Resource to Learn More about Treloar & Heisel 👉 https://bit.ly/4e870Ff
Follow Treloar & Heisel:
FB: https://www.facebook.com/TreloarHeisel
IG: https://www.instagram.com/treloarheisel/
LinkedIn: https://www.linkedin.com/company/treloar-and-heisel
101 episodes
Manage episode 422307284 series 1569094
Jake Puhl, CEO of The Dentist Entrepreneur Organization, hosts Shawn Johnson, VP of Business Development, and Lara Blaine, Property and Casualty Manager at Treloar & Heisel. They dive into the essentials of insurance and retirement planning for dental practices. Shawn emphasizes the importance of comprehensive insurance coverage and regular policy reviews, while Lara shares insights on managing property and casualty risks, including cyber threats and natural disasters. They share real-life examples, from tornadoes destroying new practices to age discrimination lawsuits, highlighting the need for tailored insurance solutions to safeguard your practice and ensure peace of mind.
Download this Free Resource to Learn More about Treloar & Heisel 👉 https://bit.ly/4e870Ff
Follow Treloar & Heisel:
FB: https://www.facebook.com/TreloarHeisel
IG: https://www.instagram.com/treloarheisel/
LinkedIn: https://www.linkedin.com/company/treloar-and-heisel
101 episodes
All episodes
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