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Chapter 05: Legal

Lesson 01 of 01

Legal Strategies for Your Dental Membership Program

Staying on the right side of state rules while running an in-house plan.

The lesson

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The core principle: you are selling access to services you personally provide, not underwriting third-party risk. Keep the plan in-house, keep the language free of insurance terms, and never describe benefits, claims or coverage.

Key takeaways

  • Never use insurance language for an in-house plan.
  • Check your state's rules before launch.
  • Every member signs a written agreement.
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