Treloar & Heisel

About the author

Treloar & Heisel is a financial services provider to dental and medical professionals across the country. We assist thousands of clients from residency to practice and through retirement with a comprehensive suite of financial services, custom-tailored advice, and a strong national network focused on delivering the highest level of service.

Latest Article

Things You Need to Know About Your Life Insurance Policy

It’s important to review your life insurance periodically. You should consider your coverage amounts and coverage types, and understand the ownership and beneficiary characteristics of both your personal and business policies. For those of you who may need a refresher, there are typically three parties to the life insurance policy: the insured, the owner, and the beneficiary.

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P — Partner Voice

Are Dentists Allowed To Earn Money While They Are On A Disability Claim?

August 2, 2021

Sustaining a disability does not translate to giving up work forever. A question we frequently encounter from dentists is: “Can I make money in a new occupation if I am totally disabled from dentistry?”

P — Partner Voice

New to applying for disability income insurance? Start here.

July 1, 2021

In our work with dental professionals across the country, we spend a lot of time talking about the importance of disability income insurance. Once dentists understand how important it is to put this insurance in place early on in their careers — ideally while still in school, the next question is how to obtain it.

P — Partner Voice

7 Questions to Ask Your Malpractice Carrier

June 3, 2021

Making the right insurance decision for you and your career will be less daunting if you know what to look for in a carrier. Here are a few questions you should ask to find a malpractice product, and carrier, that will be the right fit.