Category Archives: Uncategorized

Business issues: Your organization has used the same broker(s) and consultant(s) for years and, while the relationship seems to work, emerging expectations around plan sponsors serving as a fiduciary under the Consolidated Appropriations Act of 2021 justify a review of all plan service providers. Furthermore, it is possible that relationships that worked for your organizationContinue reading “Broker and Consultant RFP”

Business Uses, Estate Planning, and General Insurance Planning Here is a brief video describing some thoughts for business owners on insurance planning and how TCS is positioned to support!

Thank you for visiting my website! I hope this offers a little insight into my background, interests, and philosophy. As I have posted on my LinkedIn Profile, one of the most influential thinkers on my own life and career was the late Clay Christensen of Harvard Business School. This idea resonates with me strongly: “ManagementContinue reading “Introducing myself!”