The medical plan broker model is dying, and it should. We provide services to brokers who have seen the light—that the only way to service clients effectively is to serve through the co-fiduciary model. We help the medical broker climb the steps to becoming a co-fiduciary advisor. Don’t start from scratch–we’ve helped many brokers through this process and have the tools to help you too. Our services include conversion and regulatory tools, revised service contracts, marketing tools for your new approach and everything else you need to transform, comply and, most of all, compete!
Bringing light, expertise and efficiency to benefit service provider selection and oversight