Treloar and Heisel
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Dentists In Training

Helping you start your professional journey with clarity and confidence

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Transitioning From Student to Dentist

As graduation day nears, you will be thinking about what lies ahead. This is an exciting time, filled with many questions about the future.

Our industry-knowledgeable representatives visit campuses around the United States to help guide students through this very important phase of their lives.

Many students wish to explore risk management strategies, seeking the proper insurance coverages to protect against malpractice or disability (see the video for more).

Some also ask us about financial planning and managing student debt, for which we can refer them to one of our teammates in our wealth management division.

Treloar & Heisel can help guide you forward so you can focus your attention on finishing school.

What You Need as You Start Your Dental Career

A female dental student in a white coat works on a dental mannequin with a dental tool while a male instructor watches over her in a bright training clinic with green-trimmed cabinets and another pair practicing in the background.

Building a Solid Foundation

As you start your career, it’s crucial to establish a firm foundation of coverages and financial plans that can help you succeed.

    • Disability income insurance
    • Professional liability insurance
    • Personal life insurance
    • Health insurance
    • Auto / Homeowner insurance

Additional Considerations

In addition to the essentials, you can also consider other opportunities that can help you achieve professional and personal goals.

    • Spending plan
    • Emergency fund
    • Estate planning
    • Debt management

Why Treloar & Heisel?

With extensive experience in both insurance and financial planning, the team at Treloar & Heisel is a reliable resource for dentists from the moment they exit dental school up through their retirement.

This knowledge stretches across every phase of a dentist’s career, providing the insights and knowledge that can help you make the most of your career opportunities and pursue financial goals.

This includes navigating the transition from dental student to dentist, financial planning, and protecting you with the insurance coverages that help ensure a long and fruitful career.

Learn more about how our team can work with you today to ensure your future is as safe, predictable, and reliable as possible.

Get Started

Know What You Need and When You May Need It.

Download our free checklist to begin establishing your financial security.

Get Your Free Checklist

How We Can Help

Depending on your specific situation, additional considerations may include…

Associate Dentists

Individual Practice Owners

  • Reducing term disability
  • Business overhead expense insurance
  • Business Life Insurance
  • Business owners’ policy
  • Worker’s compensation
  • EPLI
  • IRAs
  • Qualified retirement plan
  • Formal financial planning

Partner Practice Owners

  • Disability / Life buy-sell insurance
    • Reducing term disability
  • Business overhead expense insurance
  • Business life insurance
  • Business owner’s policy
  • Worker’s compensation
  • EPLI
  • IRAs
  • Qualified Retirement Plan
  • Formal financial planning

Managing Risk Is a Foundation for Financial Security

Protecting yourself from the unforeseen is an important first step to building financial security.

Malpractice insurance is required prior to taking board exams, while disability income insurance helps to support you and your family in the event of an accident or illness. These are only a couple of ways our coverage can help you as you begin your career.

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

Book a Free Consultation

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