McDonald Leavitt Insurance Agency is locally owned and managed in the heart of wine country in Santa Rosa, California, and specializes in various types of insurance products. We represent the top insurance companies in the nation and can shop around for the coverage that best fits your needs.
We have the best of both worlds. As part of Leavitt Group, we have the resources of one of the largest independently owned insurance brokerages in the nation.
Our agency has been serving the area since the 1940s and joined Leavitt Group in 1999. David and Kim McDonald are the co-owners, and are very involved in the office management. We strive to provide excellent customer service. It is our goal to return every phone call right away, typically within 24 hours. Most of our staff have been with the agency for over 20 years and are knowledgeable in all areas of insurance. Both David and Kim are Rotarians and very active in the community.
Providing you with a full range of the highest quality insurance products and services at competitive pricing.
Protecting your assets by addressing complex insurance needs through the development of innovative, customized, insurance programs.
Maintaining highly professional, highly motivated staff that is committed to serving your needs.
Embracing client service, striving to exceed expectations while being sensitive and responsive to your needs is our highest concern.
There are so many different types of nondiscrimination rules, employers are often confused when various governmental agencies issue nondiscrimination rules. …
Thursday, August 25, 2016
In the coming months employers may receive two separate ACA notices related to employees who receive subsidies in the Marketplace/Exchange. …
Friday, August 5, 2016
As of the first day of the 2017 plan year, ALL payments under opt-out arrangements WILL count as employee contributions in the ACA "affordability" calculation unless the arrangement is an "eligible opt-out arrangement." The regulations define an "eligible opt-out arrangement" as a "conditional" opt-out arrangement that meets six criteria (listed later in this article).
Wednesday, August 3, 2016
Owner-owned captives are one of the most common types of captives. Download this white paper to learn more about how they work and what you need to know before entering a captive.
Wednesday, July 6, 2016
Life insurance for key employees (key man life or key person life) protects a business from losses that can be incurred after the unexpected passing of a key employee.
Wednesday, June 29, 2016
While life insurance is essential for taking care of family members when you die, it can also be a critical strategic tool when it comes to wealth management.
Thursday, April 21, 2016
We work to develop lasting client relationships. As a privately-held firm, we have the flexibility to make long-term decisions with you. Our performance is not judged by Wall Street every quarter, but rather by the quality of relationships we maintain.
As the 10th largest privately-held insurance brokerage in the nation*, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy.
As a result of our local managing co-owner and on-the-ground decision makers, our interest in your success results in a greater level of service and commitment to your business. We match solutions to your needs and geography.
We believe in operating with complete integrity and transparency. We have a long history based on this principle, and it is a vital part of our culture. As we bring people into our organization, we look for those who share our values, thus fostering relationships based on trust—for employees, insurance companies, and clients.
*According to Insurance Journal, August 2016 issue.