You spend so much time and effort building your business. But if you’re like so many entrepreneurs I meet, you may be underestimating how much staff turnover or the loss of a key person due to a health-related issue or death can have a disastrous effect on your bottom line.

I have spent the past 27 years working with business owners and asking them the tough questions that need to be addressed and dealt with. My name is David Stein, and I have built my company and reputation by taking an integrative approach to finding solutions to deal with risk. I truly love working with clients who appreciate that risk can come in many different forms.

In creative ways, I reduce risk by using tools such as employee benefits, life insurance, long-term disability insurance, and critical illness insurance. My goal is to free you from worry so that you can work on the things that make you money and help your business grow.

David Stein
CEO, Dale & Associates