Communication

Clear communication is a key ingredient in the success of any employee benefit, life insurance or estate plan.  By listening to our clients and developing strong relationships, we create customized strategic plans that include products and solutions to ensure that there is confidence that the correct decision is being made.

Benefits Communication

Today’s workforce has diverse needs and they appreciate having a choice of select benefits.  This new environment requires timely and accurate distribution of information.  As essential cornerstone to our proven communication system is the lost art of listening.  With that leading our information exchange, the key elements of our program are twofold:

• Standpoint and use this information to form a strategic plan that best meets your benefits objectives.
• Once a strategic plan has been developed, a customized communication strategy is created.  This step enables each individual employee to meet one-on-one with our employee benefit counselors.  During this meeting, plan details and employer messages are delivered and assistance is provided in the enrollment of both employer paid and voluntary plans.

To fully enable the communication process, a wide array of tools are available to you, such as a customized Employee Benefit Website, Total Compensation Statements (which we can customize to match your company’s design), Employee Newsletters, and employee access to the D|A HelpDesk.

Life Insurance, Estate and Business Planning Communication

One certainty about the future is that there will be change.  Just as our clients’ needs change, tax laws and industry techniques are constantly changing.  Our process is designed to determine client’s needs, analyze alternative solutions, and ultimately keep plans up to date.
First, we listen, collecting and evaluating all of the relevant information needed to provide appropriate solutions.  Then, through our relationship with NFP, our system compares the offerings of several major insurance carriers providing our clients with a clear understanding of available options.

Our long standing relationship with trusted insurance and financial institutions provide access to major companies with the touch of guidance of a time tested local firm.