Sharing the Wisdom of Smart Partners™

Without the worry of competitors stealing their proprietary tools, our employee benefit brokers and advisors share best practices and knowledge freely and confidently.

Peer Group sharing of intellectual capital through
- our virtual office
- web-based dialogue forums
- semi-annual conferences
- one-on-one relationships
- best practices library of shared resources within our Intranet “Virtual Office”
- Client communication & education tools and resources
Directors’ Services
- Our Compliance Director, Peter Marathas, Esq
- Our Pharmacy Director, Armand Dilanchian, R.Ph.
Interaction and resources resulting from our eight member committees:
- Standard Consulting & Brokerage Services
- Compliance
- Strategic Consulting Advisory Services
- Membership
- Client Communication & Education
- Sales
- Wellness & Population Health Management
- Marketing
Smart Suite of Services
Alliance Partnership Program
- Negotiated discounts or aggregated pricing
- Unique products
- Elevated service