Everything You Need To Know About Insurance For Dentists w/ Treloar & Heisel

On this episode of The Dental Student Vibes Podcast, Seth and Matt sit down with Treloar & Heisel’s very own Jamie Fehrs and Shawn Johnson. Jamie is Treloar & Heisel’s Manager of the Financial Services Associate Division. She has an MBA in Financial Planning and is a licensed insurance professional in several states. Jamie is the point of contact if you would like to schedule a complimentary review with a Financial Services Associate in your area. Shawn Johnson, Chartered Financial Consultant® and Chartered Life Underwriter®, is the Vice President of Business Development at Treloar & Heisel and has been with the firm for nearly 20 years.Today we discuss everything you need to know concerning insurance as a dental professional. Tune in for pearls on the types of insurance a practicing dentist should never leave home without and what to look for when buying insurance.

 

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Treloar & Heisel, Treloar & Heisel Wealth Management, and Treloar & Heisel Risk Management are all divisions of Treloar & Heisel, Inc. 

 

Investment Advice offered through WCG Wealth Advisors, LLC a Registered Investment Advisor doing business as Treloar & Heisel Wealth Management since 2016. As representatives of WCG Wealth Advisors, LLC, Treloar & Heisel Wealth Management financial professionals have a fiduciary duty to always act in the best interest of their clients.

 

Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC

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