Notes from the first call
The questions owners ask before they offer anything.
Half my team is on a spouse’s plan. Is there any point?
Yes. Those people can still receive something through their own employer, and the waiver picture has to match what is actually happening.
We only have seven people. Are we too small?
Worth asking rather than assuming. The review starts with who is actually eligible, not the headline headcount.
Why three options, not forty
Wading through an overwhelming number of plans is how these decisions stall for five years. The reasoning is the deliverable.
What the first thirty minutes actually is
Headcount, a number you could live with, and a straight answer on whether this fits. No slides.
What happens when renewal comes around
Renewal is the point of having an adviser rather than a signup. What you can plan for, and what is actually in your control.
A number you set, not a surprise
The employer contribution is a budget line. The credit is spent on what each person picks, not on a package nobody uses.
Thirty minutes. Your employees will thank you.
Bring your headcount and a number you could live with. You get a straight answer on whether this fits your shop or it doesn’t.
Book the 30-minute call