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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 Wellness Director, David Rearick, DO, MBA
  • 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