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  • Once we gain insight into your core objectives, we will outline common trends in your industry and develop options within your budget. Once you have selected the elements best suited to your firm, we will implement the plan and onboard your staff.
  • If you have an existing plan, we can generally onboard the various elements onto our system and begin acting as your advisor right away. We will then work with you to determine if it is in your best interest to retain the current design and insurers, if we should tweak the existing plan based on your usage, or if wholesale changes are necessary.