{ business solutions } by Missouri Dental Insurance Services Who Do You Trust? by JERRI WILDHABER I


f I were a dentist looking for insurance for myself, my practice or my team, where would I go to get insurance? One where I know the agents know dentists and can give me coverages designed for a dentist or dental practice! You can throw a stone and hit dozens of insurance agencies, so how do you choose which one to trust and put your business with? I believe the answer is simple: the agency that the MDA formed to serve dentists: Missouri Dental Insurance Services (MDIS).


MDIS is the “Trusted Partner” of the MDA for the dentists to reach out to, and we find policies that provide coverages dentists can find value in. Plus, we do this in a large range of insurance products and ser- vices, including malpractice, business owners policy, workers compensation, disability, business overhead expense, life, individual/group health, data breach, employment practice liability, general liability, retirement plans and so much more.


On occasion this leads MDIS into looking for our own “Trusted Partner” to help serve our members and provide the value that maybe we cannot expertly deliver from inside our office; to provide you with an valuable resource to trust for a specific need. This is true when it comes to our current “Trusted Partners” for Financial Services.


MDIS does not have a financial advisor on staff, but it is clear to us that using a “Trusted Partner” who has experience with dentists is just what our clients need; therefore, we have partnered with a few great firms for our dentists to have access to.


NobleVest Private Wealth was founded October 2021 by Ken Roberts, Geoff Stufflebam, Shweta Agarwal and Kraig Bode. The four partners have more than 65 years combined experience in the financial markets and manage more than $415 million in client assets. Along with providing 401(k) services to many MDIS members, Noble- Vest offers personal investment planning.


DentalWealthRx provides a range of financial services through their parent company, RBF Wealth Advisors, an independent Registered Investment Advisor based in St. Louis. RBF has nine wealth advisors with more than $500 million in assets under management. Services include investment management, employer-sponsored retirement plans, student loan repayment planning, customized financial plan- ning and insurance planning. The DentalWealthRx team, led by Mark


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Johnson, works with hundreds of dentists across the nation. Mark has more than 30 years in the investment and financial planning industry and more than 10 years working with dental professionals.


Tax Favored Benefits Advisors and a team led by Timothy Gaigals, CFP® and Connor O’Keefe, offers MDIS clients retirement planning services, which includes regular on-site meetings, complemented by 24/7 availability via phone and web. In addition, Tax Favored Benefits Advisors offers comprehensive financial planning to all plan participants at no additional cost. Tim, with more than two decades of experience, works with many dentists across the Midwest on their unique retirement planning needs.


The options available are yours to choose from, and we invite you to reach out to each firm to inquire about their services and determine who is the right fit for your needs. Find your “Trusted Partner” to assist you with any of your financial needs as a student, a new dentist, associate, practice owner, retired dentist or whatever career phase you are in. It is never too early to start working with a financial advisor to build your wealth. Visit mdis4dds.com/retirement-planning/profession- al-alliance-investing to learn more abut each of these firms.


For questions, contact Jerri Wildhaber, MDIS Operations Director. Learn more about each of these “Trusted Partners” and find contact information at mdis4dds.com/investing.


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