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.
This strengthens your book. It doesn't threaten it.
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'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.
Partnership economics are agreed up front, transparently, before your client's name ever enters the conversation.
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.
Three steps, and you stay in the room.
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.