Services

Donna M. Carlson Insurance specializes in employee benefit consultation and services to individuals and employers in Oregon and Washington. Our clients include individuals, self-employed sole proprietors, not-for-profit organizations, small-medium sized businesses, trade employers, dentists, CPA firms, architects, and other professionals and financial institutions.

We work hard to earn your business by offering a wide variety of services and products as well as the expertise gained from twenty years in the industry.

PRODUCTS WE MARKET:

Medical
- Individual
- Employer/Group
  - Managed care plans, including: HMO, PPO, and POS (Point of Service)
  - Indemnity plans
  - Fully Insured plans
  - Self-Funded plans
401(k) and Defined Contribution plans
Annuities
Cafeteria Plans
Dental
Employee Assistance Programs
Life and AD&D (Accidental Death & Dismemberment)
Long-Term Care
Long-Term Disability
Medicare
Prescription Drug Plans
Short-Term Disability
Vision
Voluntary Benefits

CODE OF ETHICS
Donna M. Carlson Insurance adheres to the National Association of Health Underwriter's Code of Ethics:

To hold the selling, service and administration of health insurance and related products and services as a professional and public trust and do all in my power to maintain its prestige.
To keep paramount the needs of those whom I serve.
To respect my clients' trust in me, and to never do anything that would betray their trust or confidence.
To give all service possible when service is needed.
To present policies factually and accurately, providing all information necessary for the issuance of sound insurance coverage to the public I serve.
To use no advertising that I know may be false or misleading.
To consider the sale, service and administration of health insurance and related products and services as a career, to know and abide by the laws of any jurisdiction, federal and state, in which I practice, and seek constantly to increase my knowledge and improve my ability to meet the needs of my clients.
To be fair and just to my competitors, and to engage in no practices that may reflect unfavorably on myself or my industry.
To treat prospects, clients and companies fairly by submitting applications that reveal all available information pertinent to underwriting a policy.
To extend honest and professional conduct to my clients, associates, fellow agents and brokers, and the company or companies whose products I represent.