About Us

In the Winter of 2015 we realized dentistry is an under served market.  Often times a dentists Malpractice or Professional Liability is not reviewed annually.   It is not uncommon to see a dental practice be grossly under insured for their equipment, tools, and technology.  In the event of a significant fire, tornado, or water loss, we believe more than 80% of dental practices would not be insured for full replacement.   

We have realized financial planners and dental sales reps give dentists a lot attention, but in terms of  business insurance, benefits,  and their personal home, auto, toy, umbrella, insurance there is no one stop solution for dentistry.  After much discussion and research with local dentists and a dental CPA expert, we realized there is a great opportunity to serve.  What we've learned is many dentists don't understand the potential  exposures facing their business (wrongful termination lawsuits, sexual harassment claims, patient information breach,  fiduciary negligence, etc), many are under insured, some don't understand how to protect their personal assets vs their business assets.   

It's not uncommon for a dentist to have as many as 5 or 6 insurance agents for home, auto, life insurance, disability insurance, health, malpractice/professional insurance, and workers comp - not to mention they don't meet regularly to review changes, new needs and exposures, and get recommendations on how to protect themselves and their patients.  That is way too many people involved in something needing focus, expertise, and alignment.  

For all the reasons above, we started Dentistry Planning Partners - A Partner Dentists Can Count on!   

Insurance is complex, and we know 3 things are certain: Change is inevitable - Risk is certain - Planning leads to success!  Dentists need to plan and partner with an expert - Dentistry Planning Partners is the answer.  

*We do not charge a fee for our planning, nor do we charge a fee for  annual or bi-annual reviews. Our ask of our dentists is simple...allow us to help you plan for your professional and personal insurance needs.