The Optometry Money Podcast

The Ins and Outs of Disability Insurance with David Bennis


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What is disability insurance? Why is it important for optometrists? How does it work?

May is Disability Insurance Awareness Month! David Bennis, Income Protection Consultant at Truluma, joins Evon to have a deep-dive conversation on how to protect your income from disability. After all, your income is your biggest asset.

David and Evon talk about why disability is an import part of every optometrist's financial planning, the different features to consider in your policy, how individual coverage works with group coverage, and specific disability insurance planning considerations for optometry practice owners.

David brings many years of experience to a conversation you're sure to take a lot from.

Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at [email protected].

Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps ODs nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow, build their net worth, and plan purposefully around their money and their practices. 

Resources Mentioned in the Show:

  • David Bennis Trulumus contact information


The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

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The Optometry Money PodcastBy Evon Mendrin CFP®, CSLP®

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