All ListsDavid Stein

Reviews & Profile for David Stein


5.0 | 1 verified reviews |

view reviews
Disruptive employee benefits consultant/broker, insurance guru, passionate volunteer, positive thinker, father, and musician.

Services We Provide (6)

Risk Management ConsultingRetirement Plan ServicesExecutive Benefits ConsultingEmployee Insurance ConsultingEmployee Benefits PlanningBenefits Enrollment Assistance

Business Overview




Industry Expertise (6)

Business ServicesE-CommerceEnergyIndustrialNon-ProfitStartups
David Stein
Dale & Associates

5/5 | March 10, 2021

What Makes Us Different?

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.