Treloar and Heisel

Providing insurance and financial services to dentists and medical professionals for every phase of life.

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Welcome to Treloar & Heisel

Our goal is to help dental and medical professionals evaluate their current needs to find insurance and wealth management solutions that will serve them now and in the future.

65+
Years in the Industry

100,000+
Solutions Placed

50 States
Nationwide Support

Circular blue logo for the American Academy of Pediatric Dentistry featuring a stylized triangular 'A' with flowing wave-like shapes inside and the organization's name in uppercase around the outer ring. Black scalloped circular seal for the American Academy of Periodontology featuring a central rectangle with large 'AAP' letters, a stylized torch with radiating rays above, a ribbon labeled 'COOPERATE · ADVANCE' below, and the words 'THE AMERICAN ACADEMY OF PERIODONTOLOGY' around the outer ring. AAPM&R logo showing bold lowercase black letters 'aapm', a green ampersand, and a black 'r', with the full name 'American Academy of Physical Medicine and Rehabilitation' in black text beneath Stylized ACP logo showing blue letters A and C alongside a red P on a white background Abstract dark green geometric logo of three interlocking octagonal shapes with white inner borders forming a symmetrical knot-like pattern Blue laurel wreath encircling a central Rod of Asclepius with an 'A' on each side above the letters 'OMS' beneath Logo of the American Association of Endodontists: three overlapping circles (gold, teal, dark blue) with lowercase white Round seal reading 'American College of Legal Medicine' around a central emblem of balanced scales behind a medical staff entwined by a single snake.
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For Every Phase of Your Career

From dental school to retirement, we offer tailored support at every stage. Whether you’re just getting started or planning what’s next, our team is here to guide, protect, and empower your journey.

We understand the demands of the profession, and we make it easier. Explore customized strategies, expert guidance, and financial solutions made for dentists.

Who We Serve

Dentists In Training

Preparing for your future with personalized support and financial tools.
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Dentists In Practice

Balancing career growth and coverage with expert insurance guidance.
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Dentists Near Retirement

Planning ahead with trusted protection and peace of mind in focus.
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Our Featured Services

From helping you consider your options for managing dental school loans, to protecting your income and your loved ones, to planning for retirement – however far or near that date may be for you – we’re here to help you at every stage of life.

Services

Disability Income Insurance for Dentists

Coverage that keeps your career moving - no matter what happens.
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Services

Professional Liability/Malpractice Insurance

Even the most careful dental professionals can face malpractice claims. Professional liability insurance ...

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Services

Term Life Insurance for Dentists

Term life insurance provides an affordable way to ensure your family’s financial security during your peak ...

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Services

Permanent Life Insurance for Dentists

Protection that lasts a lifetime, with benefits that grow over time.
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Services

Home & Auto Insurance

Coverage built for dentists, beyond the practice, for the assets they value most.
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Services

Long Term Care Insurance

Protect your health, your legacy, and your loved ones from future uncertainty.
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Who We Are

For over 60 years, we’ve dedicated our expertise to one community: dentists and doctors. Today, as an EPIC company, we continues to deliver insurance protection and financial guidance rooted in our legacy of focus and trust.

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What We Offer

Your goals deserve more than a one-size-fits-all plan. Treloar & Heisel brings together insurance, wealth management, and financial planning under one roof, for medical and dental professionals at every stage of their careers.

  • Insurance Solutions
  • Investment Guidance
  • Financial Planning
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Our Goal

Our goal is simple: to help dental and medical professionals achieve financial peace of mind from day one of training to the final day of retirement.

We provide guidance, tools, and personalized strategies that empower you to make confident financial decisions at every step of your journey. Whether you’re navigating student debt, opening a practice, protecting your income, or planning for the future, we’re here to support your success with clarity, care, and deep industry expertise.

  • For Residents and Students
  • For Professionals in Practice
  • For Practice Owners

Planning for
a Full Life

Embarking on a dental career is no easy feat, which is exactly why you need to protect every aspect of it.

At Treloar & Heisel, we have the background to look at your entire experience — past, present, and future — to create a comprehensive plan that meets the unique needs of your dental career.

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Professional Preparedness Timeline

An at-a-glance guide to building and protecting your professional and financial future.

MEDICAL AND DENTAL SCHOOL

Whether you want to be a general practitioner or choose to specialize, it’s wise to map out your plan for success while you are still in school. Since your health and your age contribute to insurance rates, now is the ideal time to secure affordable coverage, such as disability income insurance and malpractice.

EARLY CAREER

As you graduate and obtain your licenses, you have career path options, including joining an existing team or starting your own practice. Whichever path you choose, you need to ensure you have the necessary insurance to protect yourself. A tailored home and auto insurance policy, for example, can protect your physical assets as you grow your financial wealth.

IN PRACTICE

During your career, you may decide to hire employees, become a business partner, or plan for your family’s future. With professional guidance and support, you can safeguard your career at every stage with risk management tools tailored for you. One key coverage to consider at this time is a business owner’s policy designed to protect you, your employees, and your practice.

LOOKING AHEAD TO RETIREMENT

Retirement is far from the student’s mind, yet medical and dental professionals who are most successful begin planning soon after they launch their careers. Many of these seemingly faraway decisions aren’t acted upon until you near retirement, but it’s most prudent — and most cost-effective — to set them in motion today. For example, it’s a good idea to think about legacy and long term care decades prior to retirement.

RETIREMENT & BEYOND

The average retirement age for dental and medical professionals is approximately 65. Pre-retirement and retirement comes with a host of decisionmaking opportunities, including considering how you will leave a legacy for your family and loved ones. It’s important to work with a financial professional who can continue to advise you throughout your retirement years.

Our experienced Team can help you protect and prepare for what lies ahead.

With advisors located throughout the nation, we’re here to support you.

Find Your Advisor
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From the Blog

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Robust thought leadership, free guides, and expert resources to support you at every stage of your career.

6 Factors That Affect Disability Income Insurance Costs for Dentists
Blog

6 Factors That Affect Disability Income Insurance Costs for Dentists

Read this article
Disability Insurance for Dental Students: Why Timing Matters
Blog

Disability Insurance for Dental Students: Why Timing Matters

Read this article
Disability Income Insurance: Solutions for Age and Health Concerns
Blog

Disability Income Insurance: Solutions for Age and Health Concerns

As a physician or dentist, you’ve likely spent years building a successful practice, honing your skills, and ensuring that your patients receive the best possible care. But have you given enough ...

Read this article
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Start Your Journey
With Us

It’s important that your insurance can keep up with every stage of your career. To explore your options, schedule your free consultation today.

  • Insurance for Dentists
  • Insurance for Practices
  • Insurance for Medical Residents
  • Financial Planning Services

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