You’ll see the difference

• I can work with your existing brokers or vendors, or take you directly to the market

• My proprietary Dynamic Scoring tool gets to the heart of the numbers. It is better, faster and more efficient

• Visibility and transparency will be greatly improved

• I’m certified and credentialed with thirty years of industry problem solving.

I’ll dive into the details

• Improved transparency on health and benefit plan financials, coverage and compliance

• Determine where you compare to the market on coverage, costs, compliance and plan administration

• Clearly spell out your fiduciary financial obligations to the plan and participants

• Improve plan costs and efficiency. Not unusual to save 15% or more on total costs.

Value guaranteed

• You will see the high value in our relationship or no charge

• Doccumentation provided of all financial calculations, demonstrate your Fiduciary responsibilities

Strategy

Before tactical implementation it is important to develop a strategy. This means taking time to listen, research, learn and collaborate with clients.

Coverage

Determining which health and benefits plans will protect employees and help with attraction and retention of talent is important. The plan designs must also be compliant and cost effective. 

Financial

It is imperative that your benefits advisor has a strong financial background. This is critical for benefits design, proactive planning and fiduciary reporting and documentation.

Compliance

Benefits plans are required to be in compliance with Federal and State regulations. This includes plan design, pricing and contributions.

Wellbeing

Healthy plan participant behavior along with guidance on demand for services leads to a better plan. A well designed plan integrates and encourages these two elements.

Plan Administration

Technology and cloud based administrative solutions improve efficiency, are more accurate and enable plan communications.