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Episode - 74 Treloar & Heisel’s Shawn Johnson and Lara Blaine on Dental Business Risk and Insurance

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Manage episode 275024004 series 2492274
Inhalt bereitgestellt von The Dental Amigos. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von The Dental Amigos oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Rob and Paul host Shawn Johnson and Lara Blaine of Treloar & Heisel for a very important discussion on insurance products and issues that should be on all dental practice owners’ radar: employer practices liability insurance (EPLI), data breach, and virtual/telemedicine. In our rapidly changing world, there are so many risks and threats that, now more than ever, it’s important to be properly insured. This is probably best exemplified in the area of HR and employment issues where there have been, and will continue to be, an uptick of hiring and firing decisions being made that will undoubtedly lead to an increase in claims against employers making EPLI an important tool for business owners. In addition, increasing cyber threats and evolving telemedicine component practices make understanding the nature of these claims important and being properly insured against them something that every practice owner should consider. Shawn Johnson is the Vice President of Business Development for Treloar & Heisel and Lara Blaine is the Manager of the Property and Casualty Division for Treloar & Heisel. Treloar and Heisel provides insurance and wealth management services to dental and medical professionals around the country and for years were known for their work with dental specialists, but over the years have expanded into the general dental world, as well. Listeners who want to learn more about Treloar & Heisel can visit https://www.treloaronline.com or call them at 800-345-6040. 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. Treloar & Heisel Wealth Management has provided wealth management and financial planning services since 2016. Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC. # TH-200107 Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.
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124 Episoden

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iconTeilen
 
Manage episode 275024004 series 2492274
Inhalt bereitgestellt von The Dental Amigos. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von The Dental Amigos oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Rob and Paul host Shawn Johnson and Lara Blaine of Treloar & Heisel for a very important discussion on insurance products and issues that should be on all dental practice owners’ radar: employer practices liability insurance (EPLI), data breach, and virtual/telemedicine. In our rapidly changing world, there are so many risks and threats that, now more than ever, it’s important to be properly insured. This is probably best exemplified in the area of HR and employment issues where there have been, and will continue to be, an uptick of hiring and firing decisions being made that will undoubtedly lead to an increase in claims against employers making EPLI an important tool for business owners. In addition, increasing cyber threats and evolving telemedicine component practices make understanding the nature of these claims important and being properly insured against them something that every practice owner should consider. Shawn Johnson is the Vice President of Business Development for Treloar & Heisel and Lara Blaine is the Manager of the Property and Casualty Division for Treloar & Heisel. Treloar and Heisel provides insurance and wealth management services to dental and medical professionals around the country and for years were known for their work with dental specialists, but over the years have expanded into the general dental world, as well. Listeners who want to learn more about Treloar & Heisel can visit https://www.treloaronline.com or call them at 800-345-6040. 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. Treloar & Heisel Wealth Management has provided wealth management and financial planning services since 2016. Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC. # TH-200107 Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so Rob at Rob@RMontgomery-Law.com.
  continue reading

124 Episoden

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