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Intelligent Cost Reduction

The key to our tremendous success is that we are the ultimate coordinator.

We know and understand that no one person or professional can do everything, so we have aligned ourselves with best-in-class specialists to design, develop, implement and manage a range of integrated products and services with the results typically giving a savings of 30% on benefit costs or $5,000 to $10,000 per employee / per year.

Our Mission Is to Save Our Clients Money by Their Next Invoice without Compromising Benefits

Our 3-Step Process
  • Uncover and identify areas of exposure

  • Provide comprehensive analysis that illustrates cost-reduction

  • Determine how to optimize savings

We have developed a problem-solving process which typically saves 30% or more on benefit spend items, improves bottom-line earnings and overall performance of businesses. Typical items we review (Short & Long Term Disability, Life, AD&D, Dental, Property & Casualty, Health and Qualified Plans).

 

Our savings are derived from a number of exclusive agreements, national discount programs, general agent contracts and access to trust distribution. We are only paid when cost savings are implemented with our programs, methodologies and strategies.​

Our savings are derived from a number of exclusive agreements, national discount programs, general agent contracts and access to a 1,000,000 employee life trust. We are only paid when cost savings are implemented with our programs, methodologies and strategies.

Glass Buildings
“I have introduced Paul to a number of people and his interpersonal skills at listening to their needs, restating them in a way that clearly shows he comprehends what they are and then offering sensible solutions makes it easy for me to recommend him to anyone. And he has infinite creativity regardless of the challenges that are put to him in arriving at workable next steps.”

Tony Dottino, President Dottino Consulting Group,

Founder of USA Memory Championship, Founder of Six Sigma

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