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Episode 9

Megan Lohman - Increase Production and Case Acceptance with Dental Membership Plans

Plan Forward is helping dentists more easily offer in-house membership plans to patients that do not have traditional insurance, which ultimately gives more patients access to quality care and loyalty to quality providers. In this episode, we are joined by Founder & Co-CEO of Plan Forward Megan Lohman to dive into dental membership plans. Megan is a well of knowledge, as you'll find out. We chat through:

  • Plan Forward's growth and service offering.
  • The "right way" to roll out an in-house membership plan.
  • The challenges of in-house membership plans.
  • The revenue impact of an in-house plan.
  • How to market your offering to your patients.
  • When should you drop an insurer?
  • And so much more!

Megan's LinkedIn

Plan Forward's Website

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About the Podcast

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Dentistry Uncut
The Stuff You Wish You Knew

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About your hosts

Profile picture for Isaiah Douglass, MBA, CFP®, CEPA

Isaiah Douglass, MBA, CFP®, CEPA

I am a CERTIFIED FINANCIAL PLANNER™ and a Fee-Only advisor. I left a large national firm to found a solo financial planning firm in 2018 to pursue a planning approach dedicated to identifying ways to grow the net worth of veterinarians and dentists. In the summer of 2020, I merged with another financial advisor and became a partner in Vincere Wealth Management.

To check out Vincere Wealth Management ➡ www.vincerewealth.com
Profile picture for Nathan Courtney

Nathan Courtney

Nathan has over 15 years of dental experience in the areas of business development, sales operations and management, consulting of dental transitions, dental equipment, supply, and technology distribution. Nathan is a team contributor and Transition Consultant with Legacy Practice Transitions where he helps guide clients through the sale of their dental practices and is also actively helping clients unlock their practice potential and growth through his company Cloverleaf Advisory Group, LLC.