Solutions

From Student To Practitioner

Our planning process is guided by establishing trust and demonstrating integrity during every client interaction. Expect access, attention to detail, and strict confidentiality in every client engagement with our team.

 

Long-term Disability Insurance for Dentists

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  • Protection for your most valuable asset: your ability to earn an income

  • True Own-Occupation contract language

  • Coverage to include monthly student loan payments if disabled.

  • OHSU School of Dentistry discounts available

  • Offering coverage from most major insurers

 

 
 

Student-Loan and Debt Management for Dental Practitioners

  • Helping you plan a path forward towards repayment.

  • Review of payment options, deferment options and forgiveness options.

  • Review of refinancing options

 

 
 

Goal Setting and Financial Planning for Dental Practitioners

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  • Short-term and Long-term financial plans unique to new dentists

  • Budget planning and prioritization

  • Thoughtful risk-based planning

  • Being a valuable team member to include your attorney, CPA and lender.

 

Our planning process is guided by the financial goals of individuals and families alike. It’s designed to help navigate the many challenges of transitioning from school or residency, to becoming a practitioner.

 

Apply for Life Insurance 

Powered by Coverpath


The Coverpath platform provides an online life insurance purchasing and policy delivery experience for clients with:

  • An easy online application so you can skip the face-to-face meeting and apply when it’s convenient for you.

  • Availability of an experienced financial professional if you need assistance or have questions about your coverage needs.

  • Innovative technology backed by MassMutual, a veteran in the life insurance industry.