Matt Fraser Email & Phone Number

It was like yesterday for me. We had walked out of a client’s office where I had felt the pressure of explaining a renewal and quickly suggested we could market the plan. Doug Silverberg turns to me in the car and says “Matt that is the last thing his client needs. They need to better understand the adjustments in this renewal and if you cannot present it with complete competency and understanding you are doing the client a disservice.” Wow! At that point I realized I was way under educated… Show more It was like yesterday for me. We had walked out of a client’s office where I had felt the pressure of explaining a renewal and quickly suggested we could market the plan. Doug Silverberg turns to me in the car and says “Matt that is the last thing his client needs. They need to better understand the adjustments in this renewal and if you cannot present it with complete competency and understanding you are doing the client a disservice.” Wow! At that point I realized I was way under educated about my business so I went to work on myself. 10 years later my pursuit has pushed me to challenge the industry status quo, all while becoming lazar focused on managing plan costs, increasing transparency for clients, and relating critical information to clients in a way they can easily digest. CEO's, Controllers, CFO's and HR feel free to reach out to me. I'd be honored to share any information that would make your day better. Show less

I worked with individuals in respect to planning for retirement and protecting their lifestyles. At the same time I was introduced to employee benefit plans which prepared me for my current career.

I was responsible for finding companies that were looking for new office space, and then presenting suitable product and completing the lease transaction. Working with C level decision makers trained me for how to communicate with my group employee benefit clients.

Diploma, Marketing

Education record