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From Risk Management to Profit Generation: Harnessing Captive Insurance with Wesley Sierk 0076
Manage episode 356955045 series 2903964
Το περιεχόμενο παρέχεται από το Timothy J McNeely, CFP, CIMA, Timothy J McNeely, CFP, and CIMA. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Timothy J McNeely, CFP, CIMA, Timothy J McNeely, CFP, and CIMA ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
🎙️🦷 Welcome to The Dental Wealth Nation Show with Wesley Sierk! 🎉💼
In this episode, titled "You Can Make It, But Can You Keep It?", we dive deep into the world of dental insurance and wealth management for dental professionals. Join our knowledgeable host, Tim McNeely, and our esteemed guest, Wesley Sierk, as they share their insights and strategies to help you safeguard your hard-earned wealth 🏦✨💰
🔍 Discover how to navigate the complexities of insurance policies, including professional liability, business interruption, cyber liability, and more. Uncover the key factors that determine whether a company can be considered an insurance entity for tax purposes, and learn how to maximize your insurance coverage while minimizing gaps and exclusions. 💡✅📚
Explore innovative concepts like captive insurance and difference in conditions policies, and understand how they can transform your expenses into profit centers. Find out how to protect yourself from potential lawsuits, audits, and fines, and gain valuable insights on tax-saving strategies for dental practices in community property states. 🏥⚖️💼
Get inspired by success stories of dental professionals who have utilized captive insurance companies to fight legal battles, recover withheld payments, and protect their assets. 🏆🛡️
Whether you're a dental entrepreneur, a practice owner, or simply someone interested in the dental industry, this episode is packed with knowledge, tips, and actionable steps to help you secure your financial future. 📚💪💡
Tune in now to The Dental Wealth Nation Show and join the conversation that's reshaping dental insurance and wealth management! 🎧🌟💼🦷
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