Michael Oberlander Email & Phone Number

Usa

We provide training and consultation for brokers looking to develop an in-house voluntary benefits division using their existing staff and eliminating the need for third party vendors. We have existing relationships with most voluntary benefit vendors yet function independently with no allegiance to anyone specific. If you need benefit enrollment support beyond your capabilities we can help manage the process for you or conduct it soup to nuts on your behalf. Our offices are located in Massachusetts, Greater NYC and California.

Boston, Ma

Developed a start up voluntary benefits division for Swett & Crawford at a wholesale level in New England working with retail brokers and their clients

Managed 500+ business accounts, supported 30+ sales & service reps, assisted 80+ broker relationships. Top large district manager in the USA for Colonial Life in 2005 & 2009

Rehoboth, Ma

Direct sales & service of employee benefits, mutual funds, IRA's, 401k & 403b retirement plans, auto & homeowners insurance. Specialized in multiple employer trust medical plans for small to mid-size businesses.