Identify a possible fit
Use approximate employee count and basic operating context to determine whether a preliminary review is worthwhile.
Advisor and referral relationships
Give employer clients a clear way to evaluate payroll-tax savings and employee value.
A simple introduction path for advisors who want to surface employer savings, higher employee take-home pay, and useful health benefits without becoming the plan expert.
No client payroll files or employee-level information are needed for an introductory conversation.
The partner role
Recognize the question. You do not have to become the plan expert.
The best introduction begins with a simple observation: an employer with a meaningful U.S. W-2 workforce may be able to reduce FICA expense while improving employee take-home pay and health benefits. Coordination Group explains the strategy and handles the assessment.
- You retain the relationship and remain involved at the level appropriate for your role.
- The employer receives a preliminary savings estimate and a clear explanation of what happens next.
- The employer decides who should participate as the evaluation progresses.
A simple first screen
Does the employer have a meaningful U.S. W-2 workforce?
Headcount provides a first estimate of scale. Final employer savings are based on the validated enrolled employee population and company-specific review.
Simple client-facing language
You only need to open the question.
“We identified a workforce benefit strategy that reduces employer payroll-tax expense while increasing employee take-home pay and adding useful health benefits. A short review can estimate what that could mean for your company.”
Coordination Group can handle the explanation, preliminary estimate, and company-specific review while keeping the advisor involved at the level that makes sense for the relationship.
How introductions work
Structured enough to protect trust. Simple enough to use.
Make a warm introduction
Introduce Vanessa Johnson and the employer, or join the initial conversation if that is better for the relationship.
Stay aligned as needed
The advisor can remain involved at the level appropriate for the relationship, while the employer decides who participates.
Why advisors may care
A differentiated employer conversation with practical financial relevance.
Measurable employer savings
The validated enrolled employee population translates directly into employer FICA savings.
Stronger employee value
Higher take-home pay and useful added health benefits can support recruitment and retention.
Clear process
A preliminary estimate is followed by company-specific review before implementation.
Advisor FAQs
A clean introduction should answer the practical questions first.
No. A useful introduction can be as simple as explaining that the strategy reduces employer FICA expense while improving employee take-home pay and health benefits. Coordination Group can handle the deeper explanation and review.
No. The employer decides who participates. Coordination Group can work within the current payroll and benefits environment without requiring additional advisors in the initial review.
Yes. The advisor may join the initial conversation or make a direct introduction, depending on what best protects the client relationship and keeps the process efficient.
Yes. Compensated referral partnerships are available for employer introductions. Specific terms are discussed privately and documented in a separate agreement.
Company name, approximate U.S. W-2 headcount, industry, and the employer contact’s role are usually enough to begin. Employee-level information is not required for the first meeting.
Start with one employer
Bring forward a client profile and evaluate the opportunity together.
A short advisor conversation can determine whether a client introduction is worth making and how to position it responsibly.