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199: Essential Insurance and Retirement Strategies for Dental Entrepreneurs

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Manage episode 422307284 series 1569094
Content provided by Emmet Scott, Emmet Scott - CEO, and Growth Leader. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Emmet Scott, Emmet Scott - CEO, and Growth Leader or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

101 episodes

Artwork
iconShare
 
Manage episode 422307284 series 1569094
Content provided by Emmet Scott, Emmet Scott - CEO, and Growth Leader. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Emmet Scott, Emmet Scott - CEO, and Growth Leader or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

101 episodes

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