The strongest renewal meeting you'll ever walk into is the one where you bring the savings.

Partner with me to bring this strategy to your clients. Your broker-of-record status and your client's plan stay untouched — you bring the relationship, I bring the strategy, modeling, and presentation, and we share in the result.

Explore a partnership How the evaluation works

Why partner

This strengthens your book. It doesn't threaten it.

Your BOR is untouchable

The strategy sits alongside the existing plan. Your broker-of-record status, your renewal, and your carrier relationships continue exactly as they are — in writing.

You become the hero

You're the advisor who brought the CFO six figures of documented savings without touching the plan. That conversation retains clients better than any renewal spreadsheet.

You share in the result

Partnership economics are agreed up front, transparently, before your client's name ever enters the conversation.

Who this partnership fits

I'm looking for a particular kind of broker.

A book with large-group accounts — 500+ lives, ideally 1,000+

Real CFO and CEO relationships, not just HR contacts

A consultative posture — you'd rather bring clients an idea than defend a renewal

Comfortable saying “I don't know yet — let's model it” instead of overpromising

The closing argument

Bring the CFO EBITDA — not just a lower premium.

This is the line that turns a benefits meeting into a boardroom one. You're not trimming an HR cost — you're handing the CFO operating profit, dollar for dollar, with no revenue to chase for it.

And because their company is valued at a multiple of that number, you're not renewing a plan — you're moving their valuation. No renewal spreadsheet retains a client like that.

What a recovered dollar is worth

saved on what you already spend on benefits

= $1.00 of EBITDA

straight to operating profit — matching it through sales would take ≈$10 of new revenue at a 10% margin

≈ $8–$12 of value

created per dollar saved, at a typical 8–12× EBITDA valuation multiple

Illustrative. Multiples vary by company, sector, and deal — and not every business is valued on EBITDA.

How it works

Three steps, and you stay in the room.

We align first

A 15-minute intro, then a full walkthrough of the strategy and partnership economics — before any client is named.

You pick the client; I build the model

We identify the best-fit account in your book. I model their census confidentially and you review the numbers before they do.

We present together

You make the introduction and stay in the room; I carry the presentation and the hard questions. Implementation and administration run through me.

The ground rules

You'll never be caught overpromising — because you won't need to promise anything.

What you can tell your client

There's a structural savings opportunity that can be modeled confidentially from a de-identified census. Nothing changes about the plan, the carrier, or our relationship. Historical results have run $6,000–$8,000 per participating employee. If the model isn't compelling, it costs us nothing and we're done.

What stays private until we're aligned

I don't disclose the strategy's mechanics, client-specific economics, or implementation details until partnership alignment is clear — the same discipline that protects your client protects your book. The full walkthrough happens after our alignment conversation, not before.

Got an account in mind already? Let's talk about it.

Fifteen minutes to see if we work well together. Everything client-specific stays confidential until you say otherwise.

Explore a partnership