OUR SOLUTIONS
LiFE INSURANCE
Whether you’re launching a business, securing a mortgage, or safeguarding your family’s future, you deserve insurance advice that’s both professional and personal. At Dickinson & Donley, we’re here to provide the expert guidance you need - no matter what stage of life you’re in.
We utilize all major insurance carriers with an extensive array of quality products.
Our Life Insurance Capabilities Include:
Term Life Insurance
Universal Life Insurance
Indexed Universal Life Insurance
Whole Life Insurance
Second - to - Die Policies
Key Person Insurance
Buy-Sell Agreement
Executive Bonus Plans
Split-Dollar Life Insurance
Deferred Compensation Plans
“Nothing is more certain than death, and nothing more uncertain than the time of dying”
— Saint Bernard of ClairvauxEstate planning
After examining your assets, tax position and estate planning goals, Dickinson & Donley can help you determine the role life insurance can play in meeting your financial needs.
Key estate-planning concepts and financial tools we utilize include:
Life Insurance Trusts
Grantor Trusts
Survivorship (Second-to-Die) Life Insurance Policies
Individual Life Insurance Policies
Generation-Skipping Trusts
Buy-Sell Agreements
employee benefits
Dickinson & Donley provides administrative and consulting services to businesses of every size. Our number one goal is to give you the best products and price with superior customer service. Our extensive knowledge and partnerships within the marketplace allows us to develop the most beneficial benefit packages for you to reduce costs, recruit and retain employees.
Please see the list of products we offer packaged and or individually.
Health
Dental/Vision
Short Term & Long Term Disability
Life/AD&D
Long Term Care
Section 125
Voluntary Products
Benefit Communication Tools
Health Advocate Programs
COBRA/HIPPA Administration
FAMILY OFFICE SERVICES
We partner with you to create a personalized family office aligned with your values and goals. Our priority is simple: alleviate life’s complexities with exceptional service that helps you achieve your financial and personal objectives. We use a holistic, highly personalized approach that treats the family’s entire financial life as an integrated whole.
Dickinson & Donley can help your family office by coordinating sophisticated financial strategies across investments, tax planning, estate planning and philanthropy while serving as a trusted partner who simplifies decision-making and ensures all aspects of the family’s wealth work together cohesively.
We work as a central point of contact who can integrate services from various specialists – attorneys, accountants, and investment managers – to protect and grow mul-generational wealth while allowing the family to focus on their personal priorities and legacy goals.
Our Family Office Services:
Insurance Assessment & Management
Wealth Transfer
Strategic Philanthropic Planning
Trust Administration
