Referral Essentials
- Ideal Referral
- We like to work with employers who have at least two employees up to 100 employees. We look to work with the decision makers, owners, CFO or VP of HR.An employer that is looking for creative ways to improve their benefits and decrease cost.
- Top Product
- Group health, dental, life, disability and voluntary benefits
- Top Problem Solved
- Cost increases due to medical inflation.
- My Ideal Referral Partner
- Business CPA, Business bankers, financial advisors, corporate and tax attorneys and business coaches.
- My Favourite Referral Story
- Referring one of my clients to our 401K member who in turn referred the client to our CFO consulting client.
About
I help employers and individuals obtain benefits (health, dental, life, and disability) insurance.
Message Doug
This member hasn't activated their account yet.
Please call or visit their website to reach them directly.