Pick phone or Zoom, choose 30 or 60 minutes, then pick who should join and when we meet.
Pick a length and how you want to connect.
Juan, Vin, and Sam are always available as choices. Pick one or more.
All times shown in your local time zone.
One last look. Hit confirm and we'll set everything up.
Confirmation emails and calendar invites are on the way. Anything else? Reach us at [email protected].
Getting in touch starts a straightforward conversation, not a sales pitch. A first consultation is about understanding your current plan, your costs, and your goals, then showing where the real opportunities are before any commitment.
Most employers come in with a renewal question, a cost concern, or a sense that their current plan has never been pressure-tested. The consultation is where that gets examined with real numbers.
Key points:
For broader context, see SHRM's benefits and compensation resources.
Before you reach out, you can explore your own numbers with the Benefits ROI Calculator or the Health Plan Cost Projector.
A review of your current plan, costs, and goals, followed by a look at where the realistic opportunities are. It is a conversation, not a commitment.
No. A first consultation is free and focused on understanding your situation.
Your current plan details, headcount, and recent renewal information help, but you can start with whatever you have.
Reviewed by Sam Newland, CFP, Founder of Benefitra. Last updated June 2026.