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A peer-reviewed journal that offers evidence-based clinical information and continuing education for dentists.


Podcast

Life Insurance 101 for Dentists

In today’s episode of The Art of Dental Finance and Management™, Art visits with Scott Plamondon of Beacon Pointe Wealth Advisors. Scott helps clients with all of their life insurance needs.

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In today’s episode of The Art of Dental Finance and Management™, Art visits with Scott Plamondon of Beacon Pointe Wealth Advisors. Scott helps clients with all of their life insurance needs.

Scott shares some great insight into what dentists need to consider about obtaining life insurance:

  • Understanding why it’s important
  • Conducting a needs assessment
  • Assessing how much should be purchased

The discussion moves to how to structure a buy-sell insurance agreement in a dental partnership.

Whether you’ve just graduated, you’re in the middle of your career, or you’re in the ‘sunset’ of your career and are questioning what coverage you still need, this discussion will be valuable. One of Art’s Golden Rules is to “insure to protect the ones you love”, which is why this podcast and the information provided is so important for all dentists.

Serving dental professionals for 35 years, Art Wiederman, CPA, is director of dental practices for Eide Bailly, one of the nation’s leading CPA firms. With special expertise in dental practice metrics and benchmarks, he oversees a variety of services, including accounting, tax and financial planning, retirement planning, and financial practice management. In addition to his podcast, Wiederman lectures nationally on dental accounting and financial management. He can be reached at awiederman@eidebailly.com.


Responsible for overseeing and maintaining Beacon Pointe Advisors’ insurance offerings, Scott Plamondon, CLU, ChFC, is vice president of Beacon Pointe Insurance Services. He focuses on helping individuals and business owners plan for retirement, protect their families and businesses, and implement strategies such as wealth preservation, liquidity planning, business continuity, capital asset maximization, life insurance policy analysis, and long-term-care planning. He maintains Chartered Life Underwriter and Chartered Financial Consultant certifications from the American College of Financial Services.


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