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"For twenty years, I have been showing employers the secrets to cut expenses, control risk, and unlock cash flow."

Ready For An Unbroken Broker?

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. 

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.

​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. 

"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."      

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