Company Benefits. Automated.

We offer our business clients the ability to manage their company benefits and save clients time and money by automating the management of their company benefits

-Term and Whole Life

-Long Term Care




-Variable Life Insurance

We provide employees with online access to company benefits and critical company information. Employees can access their benefits, update their profiles, and make enrollment changes 24 hours per day, 365 days per week.


National Television, Radio, and Education

Appearing on radio, television and featured speaking events in every major city in the United States. Our founding partner Brett Machtig appearances include, CNBC’s “Your Money,” PBS’s “Financial Freedom,” CNN’s “ Financial Update”, and numerous local news and morning shows which have all been catalyst in helping Brett come to build a comprehensive firm. Brett spent his time listening to individuals stories and concerns on financial matters that affect all aspects of life.


Introduce Yourself

Tell us a little about your business