Meet your fiduciary and employee stewardship responsibilities through an independent, objective review of your current broker relationship—without conducting a broker search or sitting through multiple sales presentations.
We evaluate your broker's service, strategic guidance, compliance support, market expertise, and overall value to determine whether they align with your needs. The process also documents your prudent due diligence and oversight of your benefits program.
This fee-based service ranges from $1,900–$5,900, depending on scope and complexity. Recommendations can be provided for consideration with your existing broker for a separate fee to be determined.
Meet your fiduciary and employee stewardship responsibilities through an independent, objective review of your current broker relationship—without conducting a broker search or sitting through multiple sales presentations.
We evaluate your broker's service, strategic guidance, compliance support, market expertise, and overall value to determine whether they align with your needs. The process also documents your prudent due diligence and oversight of your benefits program.
This fee-based service ranges from $1,900–$5,900, depending on scope and complexity. Recommendations can be provided for consideration with your existing broker for a separate fee to be determined.
