About Us.

Our Mission

Our mission is to deliver transparent, innovative, and cost-efficient solutions for the employer’s insurance requirements and needs while providing the client an experience based upon integrity and an informed education of the insurance industry.

Our Objectives

  • Maximize client’s profitability through alternative funding concepts.
  • Act as claims advocate for Employee and Employer.
  • Respond within 24 hours of clients' needs.
  • Provide compliance support through various resources.
  • Build relationships through hard work and integrity.
Matthew Yabroudy

Matthew Yabroudy CFP®

Owner/CEO

Matthew is a graduate of Georgia State University, receiving his B.S. in Risk Management & Insurance. He began his career working in Atlanta, GA, in the U.S. Division headquarters of Canada Life as a group sales representative. Shortly after developing his sales territory in 2002, Matthew was promoted to help establish the Baltimore, MD, Washington, D.C. and Northern Virginia sales offices. In 2013, Matthew moved to Nashville, TN, where he created a successful employee benefits and human resources department for a local insurance agency. Matthew is married with three little girls. In his spare time, he likes to exercise, read and spend time with his family.

Certifications

  • Certified Self-Funding Specialist (CSFS, 2019)
    CERTIFIED FINANCIAL PLANNER™
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We are members of the TRUE Network of Advisors, an exclusive group of benefit consulting firms. This allows us to collaborate with the best minds in the industry.
We are members of the TRUE Network of Advisors, an exclusive group of benefit consulting firms. This allows us to collaborate with the best minds in the industry.
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