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Employee benefits, Medicare, property & casualty, policy benchmarking and M&A benefits strategy — three specialist firms, one team, one point of contact.
Five practices, run by the same team. Most clients start with one and consolidate the rest as they grow.
We offer customized employee benefits solutions including health, dental, vision, life, disability, retirement plans, and voluntary perks through all funding methods, fully insured, level funded, and self-funded models.
Learn more →Medicare plans provide health coverage for individuals 65 and older or with certain disabilities. They include Parts A, B, C, and D for hospital, medical, and prescription needs.
Learn more →We can tailor coverage to provide comprehensive protection for individuals and businesses through property and casualty insurance. This includes coverage for homes, autos, commercial property, liability, workers compensation, and specialized risks.
Learn more →Compare your health plans against industry standards. Benchmarking ensures competitive pricing and comprehensive benefits. Our analysis helps you identify gaps and control costs.
Learn more →Benefits due diligence before the deal closes, and one plan out the other side. We price both populations, find the liabilities buried in the plan documents, and build the harmonised programme on a timeline that matches the transaction.
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“We pride ourselves on using the latest tech stacks available to position the client in a successful and streamlined experience. We believe in leading with courage and integrity, regardless of the outcome. For us, value creation is not just a metric—it's a mission.”
Specializing in Employee Benefits, HR, Compliance & more
Specializing in tailoring insurance solutions to individuals & businesses
Specializing in Employee Benefits, HR, Compliance & more
Specializing in tailoring insurance solutions to individuals & businesses