AYDP: Optimizing Insurance and Financial Planning with Nick Cepparulo

2024-03-13

Accelerating Your Dental Practice Episode 23, Optimizing Insurance and Financial Planning with Nick Cepparulo This month, Malika and Michelle are joined by Nick Cepparulo, Vice President of CFS Dental Division. Nick talks about how their financial services can assist in optimizing a practice’s finances through insurance evaluation and assistance in assessing finances. Nick discusses the benefits of looking at insurance policies often to understand them better and also to get th...

Accelerating Your Dental Practice

Episode 23, Optimizing Insurance and Financial Planning with Nick Cepparulo

This month, Malika and Michelle are joined by Nick Cepparulo, Vice President of CFS Dental Division. Nick talks about how their financial services can assist in optimizing a practice’s finances through insurance evaluation and assistance in assessing finances. Nick discusses the benefits of looking at insurance policies often to understand them better and also to get the most out of the purchased coverage. A deep dive on the different types of insurances startups might need is talked about as well as why it’s important to look at one’s policy prior to renewal in order to make sure it’s the correct one for them and that the price is right too. Although in the moment spending money for something that may or may not happen seems unimportant, these policies can be lifesaving and the team shares personal experiences and moments when they have been used. Protecting the business and lives that are involved within a practice is important for anyone trying to grow and accelerate their dental practice and Nick and the CFS Dental Division make that easier.

00:35 Introducing Nick and CFS Dental Division

01:25 How Insurance and Financial Planning can accelerate your practice

02:45 How often you should reevaluate your insurance policies

06:00 What insurances startups will need

08:50 Business insurances

12:00 Why insurance policies are important in time of crisis

18:00 Life insurance is for anyone of any age

20:00 Full service financial planning via CFS’s sister company

26:00 Being educated and aware as a startup

28:30 Why having an advisor is so important

34:00 Closing

Nick Cepparulo