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CONF I DENT I A L │ PAGE 8
Health and Welfare Benefit Brokerage Services Proposal
Community Involvement
While we are a national firm with deep and sophisticated resources, our focused approach and dedication
to the community allows us to offer very competitive fees for service and the best quality engagement
team.
We Value Efficiency and Service
We understand the importance of creating efficiencies. We listen to your ideas and concerns and bring
practical solutions to you in both financial and operational areas. Expect us also to provide proactive
communication about new compliance and regulatory issues, insights into emerging risks, and other issues
of importance to the Foundation – at no additional cost.
Proactive Communication
It’s true no one likes to be caught off guard in any situation, and this philosophy will continue to be applied to
our relationship with you. You can expect proactive communication about new compliance issues, insights
into emerging trends and other issues of importance to you. This includes free webinars, white papers,
newsletters and other resources to keep you up to speed on issues pertinent to your organization and deliver
on our no surprises approach. In addition we provide you with resources and materials for employee communication
so your employees understand and appreciate their benefit package. Media and materials may include: custom
benefit guides, websites, flyers, Brainshark videos and more.
We Build Relationships, Not Client Lists
With new clients and current clients alike, our goal is the same – we strive for longevity in our
relationships. Your professional services team aims to not only meet your needs at present, but plan
ahead for any future plans and/or assistance you may need.
Philosophy
Our mission and vision is to help our clients prosper and grow by providing them with a wide
array of professional business and individual services, products and solutions to help them
optimize and manage their human capital. As such, we understand it’s important to practice
what we preach and we care about our people and our clients.