Is it right for your client?  That’s a great question.

There are many pieces that need to be considered when thinking about converting your client to a self funded program. This is a really hard question to answer with a broad approach.  Really, the best thing to do is contact us to ask. We can have a discussion to determine whether or not this is a good year to propose this to your client. If it’s not, then you can report that to your client with confidence, providing them with specific reasons why it isn’t a good fit. And remember, it’s guaranteed that even if your client doesn’t work out to be a good candidate, it is still hands off for us. We will never approach them without your consent.