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ODI & Non-Profit

Oberlander Dorfman Inc. offers a one-stop solution for all the Group Insurance Benefits that a Non-Profit Organization might need.

Voluntary Benefits are not just extra insurance, but a valuable part of Financial Planning.

Products
Consumer Driven Health Plans
Retirement Benefits
Benefits of Using ODI
• Short Term Disability
• Long Term Disability
• Vision
• Dental
• Universal Life
• Term Life
• Critical Illness Insurance
• Long Term Care Insurance
• Whole Life Insurance
• Accident Insurance
• Cancer Insurance
• Limited Benefit Medical Plans
• Supplemental Medical Plans

• Health Reimbursement Accounts: Personal accounts funded
solely by the employer which can reduce a group's exposure
to federal and state taxes, including Social Security

• Health Savings Account: Allows employees in high deductible
plans to put aside pre-tax money and also roll over remaining funds
each year. Facts about HSA's.

• Flexible Spending Accounts: A tax-smart way to pay for routine medical expenses.

Global Medical Insurance
• Medical insurance designed for the person who travels or resides outside his or her home country.

 

• 403(b) Tax-deferred investment
and savings program for employees
of certain tax-exempt employers

• SEP Simplified Employee Pension Plans

• 401(k)

Medicare Policies

• Medicare Supplement

• New Medicare Part D
for people over 65


• ODI will "shop around" for you, saving you time and legwork.


• Claims Resolution: When claims are not paid as expected,
ODI can intervene and save you time and money.

• ODI will provide group meetings to educate your employees.

• You will have access to ODI's many valuable resources,
state-of-the-art technology, our informative and up-to-date web site,
and our helpful, professional staff.


Oberlander Dorfman Inc. is Independent of Comprehensive Asset Management and Servicing Inc. Investment Advisory Services Offered through Comprehensive Capital Management, Inc., an SEC Registered Investment Advisor. Securities offered through Comprehensive Asset Management and Servicing Inc. - Member, FINRA/SIPC/MSRB
Oberlander Dorfman Inc. is Independent of Tower Square Securities; Securities offered through Tower Square Securities - Member, FINRA/SIPC/MSRB

 

©2001 Oberlander Dorfman, Inc. - Last Updated July 2009 Contact Us