AYDP: Optimizing Insurance and Financial Planning with Nick Cepparulo

Accelerating Your Dental Practice Episode 23, Optimizing Insurance and Financial Planning with Nick Cepparulo   This month, Malika and Michelle are joined by Nick Cepparulo, Vice President of CFS Dental Division. Nick talks about how their financial services can assist in optimizing a practice’s finances through insurance evaluation and assistance in assessing finances. Nick discusses the benefits of looking at insurance policies often to understand them better and also to get the most out of the purchased coverage. A deep dive on the different types of insurances startups might need is talked about as well as why it’s important to look at one’s policy prior to renewal in order to make sure it’s the correct one for them and that the price is right too. Although in the moment spending money for something that may or may not happen seems unimportant, these policies can be lifesaving and the team shares personal experiences and moments when they have been used. Protecting the business and lives that are involved within a practice is important for anyone trying to grow and accelerate their dental practice and Nick and the CFS Dental Division make that easier.   00:35                                        Introducing Nick and CFS Dental Division 01:25                                        How Insurance and Financial Planning can accelerate your practice 02:45                                        How often you should reevaluate your insurance policies 06:00                                        What insurances startups will need 08:50                                        Business insurances 12:00                                        Why insurance policies are important in time of crisis 18:00                                        Life insurance is for anyone of any age 20:00                                        Full service financial planning via CFS’s sister company 26:00                                        Being educated and aware as a startup 28:30                                        Why having an advisor is so important 34:00                                        Closing   Nick Cepparulo www.CFSdentaldivision.com https://www.instagram.com/cfsdentaldivision/   Malika Azargoon ZarDentalConsulting.com https://www.linkedin.com/in/zardentalconsulting/ [email protected]   Michelle Affanato affinitymanagement.co New To Dental Bootcamp https://www.facebook.com/michelle.affinitymanagement/ [email protected]