Speak with a supply chain consultant:

The agency is led by Michael Case Smith. Mike has spent his career challenging conflicts of interest on Wall Street and is now focused on similar issues in healthcare. 

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Mike began his career in the London and Los Angeles offices of TCW, a global pension advisor. In 1998 he joined Nobel Laureate Harry Markowitz and TCW colleagues in a series of ventures based on their patented financial technologies. In 2008, Smith and colleagues purchased a New York investment firm. After a fivefold growth in assets, the company was sold, and Smith moved to Florida with his growing family.

 

Smith is a graduate of UCLA, The University of Notre Dame, and studied at the London School of Economics.

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​Too many brokers become overly cordial with the insurance carriers they are supposed to vet as your fiduciary partner. This creates a potentially conflicted transaction, which is prohibited under these ERISA-covered plans. So we work with small businesses to design and manage next generation benefit programs, including healthcare and ERISA-qualified pensions. 

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"The shame of it is, most employers don’t know they can manage their healthcare like any other supply-chain in their business. The insurance industry has conditioned us to think that their over-inflated products are the only option – and it’s simply not the case."      ​