For Financial Professionals

Sophisticated professionals leverage our experience and tools, such as the benefitMATRIX™, to deliver custom-tailored executive benefit programs to their corporate clients.

Our simple process enables you to forge a deeper relationship with the senior management of your client companies by helping them reach their organizational and personal financial goals.

We build relationships with a diverse group of professionals and organizations including:

  • Compensation Consultants
  • Property and Casualty Firms
  • Banks
  • 401(k) Consultants
  • Group Benefits Professionals
  • Insurance Specialists
  • Industry Specific Associations
  • Legal & Tax Professionals

You manage the client relationship and the benefitRFP staff:

  • Engages directly with you and your client
  • Asks thoughtful questions in our fact-finding process that uncover the true needs of the client
  • Simplifies the vendor RFP process through our benefitMATRIX™ system
  • Delivers an independent, open architecture platform for professional advice tailored to the client's needs
  • Provides financial models to illustrate the financial impact of an executive benefit plan
  • Makes targeted recommendations for plan design
  • Assists with the plan implementation process