For Medical & Dental Practices

Your Staff Makes Your Practice.
Make Their Future.

APPA gives every member of your practice team $500,000 in permanent whole life insurance with growing cash value — retaining the people your patients trust, and funding the financial architecture your practice needs.

59%
Medical office staff turnoveradministrative and clinical support churn at over half annually in most practices
$14K
Average replacement cost per staff memberrecruiting, credentialing, onboarding, lost patient experience
$0
Employer outlay for first 12 monthsAPPA funds the premium entirely — your practice budget is protected
MEDICAL PRACTICE $500K Permanent whole life per team member Staff + Buy-Sell for physician partners 2 Benefits Staff retention + Physician buy-sell One program · One relationship · APPA Your staff makes your practice. Make their future.
Who This Serves

Built for Every Kind of Practice

Medical Practices

Primary care, specialty groups, urgent care, and multi-physician practices. Retain the MAs, front desk, billing staff, and nursing support who make your patient experience possible — and fund the buy-sell agreement that protects the practice itself.

GP · Specialist · Urgent Care

Dental Practices

Solo dentists and group practices face among the highest non-clinical staff turnover in healthcare. Hygienists, assistants, and front office staff are expensive to replace and take months to train. A meaningful retention benefit changes that equation entirely.

Solo · DSO · Group Practice

Allied Health Practices

Physical therapy, chiropractic, optometry, dermatology, and behavioral health practices. Often owner-operated with small teams where every departure is deeply disruptive — and where the owner themselves may be the best candidate for an individual policy.

PT · Chiro · Optometry · BH
01

Your Staff Defines Patient Experience

Patients return for their doctor — but they leave over staff. The front desk, the MA who calls with results, the hygienist they've seen for years — these relationships are the practice's reputation. Every departure is a patient loyalty risk.

02

Credentialing & Training Are Expensive

Clinical staff in medical and dental practices require credentialing, systems training, compliance training, and months before they're fully productive. The true cost of turnover in a practice setting is consistently underestimated.

03

The Buy-Sell Gap

Most physician and dental partnerships have no funded buy-sell agreement. If a partner dies, becomes disabled, or wants to exit — the remaining partners face a crisis. Whole life policies are the most reliable, tax-efficient mechanism to fund that obligation.

How It Works

Three Phases. Built for Practice Cash Flow.

APPA advances the premium through a structured funding loan — your entire team is covered from day one while your practice budget stays intact through the early months.

01
Phase One
Months 1–12
Full APPA Funding
  • All team member policies in force from day one
  • Cash value begins accumulating immediately
  • Zero practice premium outlay
  • Staff are aware — loyalty effect begins
You owe nothing. APPA funds 100%.
02
Phase Two
Months 13–17
Optional Partial Payments
  • Contribute any amount, any frequency
  • No minimum — any payment reduces balance
  • Can align to quarterly or annual practice cycle
  • Full flexibility — no obligation
Pay what your practice cash flow allows.
03
Phase Three
Month 18–24+
Structured Repayment
  • Predetermined installment schedule activates
  • Secured by policy cash value only
  • No personal guarantee from physicians
  • Policies help fund their own repayment
The policies secure themselves.
Two Benefits. One Program.

Staff Retention and Physician Protection — Together

For Your Team — Retention

Every eligible staff member receives permanent whole life coverage with growing cash value — the benefit that builds loyalty because leaving means walking away from a real financial asset.

$500K Whole Life per Team MemberPermanent, paid up at year 10 or 20. No employer can take it back once vested.
Cash Value They Can Borrow AgainstTax-deferred accumulation — for a home, education, or retirement.
$0 Upfront — APPA Funds Year OneEntire program funded by APPA for the first 12 months. Your payroll isn't touched.
Vesting Schedule Creates LoyaltyDeparting employees lose unvested cash value. The math makes staying rational.

For Physician Partners — Buy-Sell

Whole life policies are the gold standard mechanism for funding physician and dental partnership buy-sell agreements. APPA can facilitate individual policies for each partner — so the practice is protected if something happens to any owner.

Funds the Buy-Sell AgreementEach partner's policy provides the liquidity to buy out a departing, disabled, or deceased partner's share — without liquidating practice assets.
Tax-Efficient StructureWhole life death benefits pass to beneficiaries income tax-free. Cash value accumulates tax-deferred. Policy loans are not taxable income.
Protects Every PartnerCross-purchase arrangements ensure each remaining partner receives their proportional share — cleanly, without court involvement.
Works Alongside the Staff ProgramIndividual physician policies and the group staff program can be structured together through APPA — one relationship, one NLG carrier.
ROI Calculator

See What Your Practice Would Save.

Enter your practice details to see estimated benefit cost against staff retention savings.

Your Practice Profile

12
38
55%

Your Estimated Results

Monthly premium per staff member (est.)
Total annual premium (all staff)
Your annual practice contribution
Estimated staff lost per year
Estimated annual turnover cost (~$14K/staff)
Projected retention improvement (conservative 25%)
Estimated net annual benefit

Your practice qualifies for APPA subscriber pricing. See if you're eligible.

Apply to Become an APPA Subscriber →
How APPA Compares

Split Dollar for Every Member of Your Team.

Large hospital systems and academic medical centers have used split dollar plans to retain department heads and physician leaders for years. APPA makes employer-funded permanent life insurance available for every staff member in your practice — MAs, hygienists, front desk, billing — not just the providers.

Feature Traditional Split Dollar APPA Group Program
Who it coversPhysician partners or key employees onlyEvery eligible team member
Who funds the premiumPractice — from day oneAPPA — first 12 months at zero cost
Physician collateralPersonal guarantee often requiredPolicy cash value only — never personal
Buy-sell coverageYes — for physician partnersYes — individual + group through APPA
AccessibilityLarge systems and hospital groupsSolo practice to multi-site group
After pay period endsOngoing administrationPolicies paid up — zero obligation

"Hospital systems have used split dollar to keep their physician leaders for decades. APPA brings the same mechanism to independent and group practices — for every team member and every physician partner. Your MA and your dental hygienist deserve the same financial tools your hospital competitors offer their executives."

Subscriber Application

Apply to Become an APPA Subscriber

Tell us about your practice. An APPA advisor will reach out within 2 business days with a customized NLG illustration for your team size and structure.

01 Practice Information

02 Contact Details

03 Program Interest

Confidential · Underwritten through National Life Group · APPA Premium Funding subject to loan terms · Not legal or financial advice

Application Received

An APPA advisor will review your practice profile and reach out within 2 business days with a customized NLG illustration.

Questions: [email protected]