Consulting

Tell us your story.

Consulting is all about getting to know our clients. It’s tuning in to their greatest challenges, and providing the expertise to help solve them. It’s at the heart of everything we do.

  • We are committed to being the most educated and professionally credentialed consultants in the marketplace. As a team, our consultants represent hundreds of years of experience in the employee benefit and healthcare industries. We believe education is the key to success.

  • Once we understand our client, we then take the next step and help build a strategy that will help them reach their own specific company goals.


  • Over the last decade, we’ve worked with hundreds of clients to develop a step-by-step consulting process called The Workforce Reformula. The process includes:

    1.Assessing benefit needs
    2.Surveying employees
    3. Setting goals
    4. Introducing the tools to deliver the best benefits options for each client.


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