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LITTLE ROCK, Ark. February 17, 2026 — Panacea Financial, the financial technology platform built exclusively for doctors and their practices, today announced its fifth annual...
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Dr. D had spent years caring for patients and building trust as an associate at a thriving dental practice. When the chance came to purchase...
Guest post – In collaboration with Alex D. Spiller, CFP®, at Treloar & Heisel Don’t let insurance jargon keep you from protecting your income. If...
After Match Day 2025, we asked two newly matched physicians to share what they wish they’d known before going through the Match. Their insights cover...
Guest post – In collaboration with John A. Adcock, CLU®, ChFC®, CFP®, at Treloar & Heisel As a doctor running your own practice, you likely...
Written in collaboration with Head of Practice Solutions Brandon Finazzo and Healthcare Credit Manager Scott Aman As a dentist and practice owner, managing your practice’s...
Guest post – In collaboration with John A. Adcock, CLU®, ChFC®, CFP®, at Treloar & Heisel, our insurance partner In today’s fast-paced, technology-driven world, many...
Guest Post – by Shawn M Johnson, ChFC®, CLU®, CLTC – Vice President of Business Development at Treloar & Heisel, our insurance partner If you...
Guest post – By Jeffrey E. Wherry, CFP®, CLU®, ChFC®, of Treloar & Heisel, our insurance partner If you’re a practice owner, you may have...
Guest post – By the Treloar & Heisel team, our insurance partner Planning for unexpected events like death or disability isn’t something anyone enjoys. Yet...