What Should be in My Associate Agreement?
Apr 12, 2023 · 2 min read
Dental Business
A Complete Understanding of Dental Insurance Needs with Shawn Johnson
Show notes
In today's episode, we address the following questions:
1. What should a dentist or doctor know when it comes to their insurance needs if they are starting a practice?
2. What should a doctor consider when it comes to disability or life insurance protection for themselves and their families?
3. What are the common types of retirement plans and associated benefits that a dentist or doctor business owner may consider installing for their practice?
Shawn Johnson, of Treloar & Heisel, specializes in working with Dentists and Physicians and provides comprehensive reviews in the following areas:
For the Individual Doctors:
- Fully underwritten individual disability insurance, if needed coordinating efforts with in-force group long term disability coverage
- Fully underwritten individual life insurance, if needed coordinating efforts with in-force group life insurance programs
- Long term care insurance
- Student debt management, financial planning, and wealth management services
For the Practice:
- Business Package
- Business Owners Policy, EPL, Cyber, WC, etc.
- Malpractice (Professional Liability) coverage for the doctors as well as their entity
- Defined contribution and defined benefit retirement Plan Services
- Business Overhead Expense Coverage
- Life and Disability Buy/Sell insurance
A little bit more about Shawn:
Shawn Johnson is the Vice President of Business Development for Treloar & Heisel. Over the last 23 years he has helped thousands of dental and medical professionals implement business and personal insurance policies and establish financial planning processes. He has assisted in installing retirement plans for dental and medical offices, as well as providing savings and investment strategies. A Chartered Financial Consultant, Shawn is a member of the National Association of Insurance and Financial Advisors and the Financial Planning Association of Pittsburgh.
Learn more and inquire:
About the show
This podcast is a community of dental professionals who share their knowledge, expertise and experience in order to provide value to you and your dental practice. Our topics will cover practice management, transitions, real estate, accounting, law, financial planning, dental product reviews, marketing and much more! We welcome you to visit us at to learn more about how we can help you build your dream practice.
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