Videos tagged 'fiduciary in a box'

  • 02:37

    Fiduciary In A Box - 3x3x3 Challenge with Jamie Greenleaf

    October 15, 2023

    A user-friendly interface that simplifies the fiduciary process on health care plans into a series of manageable questions & tasks to help to improve benefits, reduce costs, & avoid fines & lawsuits. Transcription: What is Fiduciary In A Box? Well, first, it's important to understa...