| Robert C. Donley
A graduate of Wabash College with a major in speech communications, Bob has over 40 years of business experience involving virtually every aspect of the life and health insurance industry. He began his insurance career with the Rough Notes Co., where he eventually became the managing editor of The Insurance Salesman, one of the most popular and widely-read insurance publications of the time. He was also much in demand as a public speaker on life and health insurance-related topics.
This was followed by a career in individual and group insurance product sales for one of the oldest and largest mutual insurance companies in the United States, where Bob distinguished himself by earning a number of company and industry awards for sales, service and persistency. He then launched his own independent insurance agency and became interested in self-funded ERISA welfare benefit plan design and administration. His agency was one of the first in the country to offer a viable self-funded product option for its small- to medium-sized group clients, a market in which it continues to be a leader to this day.
Our company founder, Bob is well-recognized for the considerable contributions he has made toward the insuring of human life values. He is the author of numerous articles and one textbook, and is very actively involved both as an instructor and a mentor for insurance-related education degree programs. In addition, he has earned the CLU (Chartered Life Underwriter) designation from the American College, Bryn Mawr, PA, and currently serves as an advisor to several insurance industry committees.
Tami has been employed with Donley Benefits Consulting for over 15 years, working her way up through various client service and administrative jobs to her present position as manager of group administration and data processing services.
Tami has extensive experience in all areas of group insurance policy issuance and administration, and is highly familiar with COBRA, HIPAA, FMLA and Section 125 “Cafeteria” plan administration. Her primary responsibilities include plan set-up, eligibility determination, billing and premium accounting, COBRA and HIPAA compliance, records retention and enrollment processing. Tami is also currently licensed as a life and health insurance agent in the State of Indiana, and has earned an Associates Degree in Customer Service from the Life Office Management Association.
|Curtis R. Donley
Curtis received his Bachelor’s degree from Grace College (Indiana) in 1981. While a student there, he concentrated his studies in the areas of Biological Science, Business Law and Mathematics, and was an honor student. Following graduation, he joined his father’s insurance agency where he focused his attention on the field of employee benefits.
Curtis specializes in ERISA welfare benefit plan design and qualification, and has studied law at the Indiana University School of Law, Indianapolis. He has earned both the CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations from the American College, Bryn Mawr, PA, as well as the CEBS (Certified Employee Benefit Specialist) designation from the Wharton School, University of Pennsylvania and the International Foundation of Employee Benefit Plans, and the FLMI (Fellow, Life Management Institute) designation, with distinction, from the Life Office Management Association. He also has served as an employee benefits and insurance consultant to Ice Miller, an Indianapolis-based multi-specialty law firm with offices in Chicago, Illinois and Washington, D.C.
A frequent lecturer, Curtis has also served as a contributor for numerous articles which have appeared in such noteworthy publications as The Physician’s Advisory magazine, The Indianapolis Business Journal, Business Insurance magazine, Business Week, and the Employee Benefits Guide, published by the Indiana Chamber of Commerce. In addition, he recently completed a three-year term on the Board of Directors of the Self-Insurance Institute of America, Inc., a major industry trade association, and is currently serving on the Board of Directors for the Self-Insurance Educational Foundation, the Indiana Health Alliance, the Health Care Policy Committee of the Indiana Chamber of Commerce and the Central Indiana Chapter of the International Society of Certified Employee Benefit Specialists.
Curtis is actively involved on both a state and federal level in the crafting and development of employee benefit legislation, as well as the formulation of interpretive rules for use by various government regulatory agencies. He has been called upon to prepare testimony for presentation before the United States Congress, and he regularly lobbies both state and federal legislatures on issues which he feels are important to both the insurance industry and to his client’s interests.