Resources
Tools for your next renewal.
Free, no sign-up. Use them with me or with your current broker.
Sample renewal teardown
A fictional 150-employee group's 14.2% renewal, taken apart line by line and taken to market.
Renewal checklist
Ten questions to ask your broker or carrier before you sign. Printable.
Level-funded plans, explained
How level funding works, when it fits, and the fine print that matters.
Sample analysis workbooks
Excel models showing the analysis behind a recommendation.
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