Teaching first. Selling second.

Executive-level notes on employee benefits strategy — written for CFOs, controllers and HR leaders who want to understand what their data is saying before the next renewal.

BenchmarkingPharmacy Benefits (PBM)CAA 2021 & Fiduciary GovernanceAlternative FundingClaims AnalyticsBroker AccountabilityHealthcare TrendsExecutive Decision Making

Coming soon — the first releases.

A new piece each month.

Fiduciary Governance

What CAA 2021 actually asks of plan sponsors — in plain English.

6 min readIn Draft

Pharmacy

Where PBM contracts quietly leak value, and how to see it in your data.

8 min readIn Draft

Claims Analytics

Reading claims like a CFO reads a P&L: three numbers that matter most.

5 min readIn Draft

Benchmarking

Why 'in line with the market' is the wrong answer to the wrong question.

7 min readIn Draft

Funding Strategy

When alternative funding is a strategic move — and when it isn't.

9 min readIn Draft

Broker Accountability

Six questions that separate advisors from renewal processors.

4 min readIn Draft

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