Your Fiduciary Resources Are Waiting
Don’t Miss This (Deadline Friday)
On Monday, I shared a set of gifts to mark the one-year anniversary of this newsletter.
In case you missed it, here’s a quick reminder so you can take advantage before the Friday deadline.
Over the past year, you’ve been part of a community that cares deeply about clarity, fairness, and fiduciary excellence. This anniversary felt like the right moment to give something meaningful back.
Here’s what every subscriber can access:
📘 Full Fiduciary Handbook 3-Book Set
- The Essential Guide
- The Solution Guide
- The Fast Start Kit
These resources have helped employers reduce confusion, strengthen compliance, and make better decisions. The templates alone can save thousands in legal and compliance costs.
🎓 Chance to Win One of Five Seats
Certified ERISA Fiduciary Compliance Officer Program
(Value: $5,000 each)
Download the books and you’re automatically entered to win a seat in this online course, based directly on the Fiduciary Handbook and validated by the Validation Institute.
Winners will be drawn Friday, December 12.
🛡️ $100,000 Validated Fiduciary™ Guarantee
Graduates who complete the first steps of the Fast Start Kit become eligible for this unique protection.
It’s a form of co-insurance on fiduciary liability that adds real risk mitigation and real peace of mind for fiduciaries.
All of this is free for subscribers.
Simply download the 3-book set to unlock everything.
➡️ Click here to download the books and enter the giveaway.
No pressure. Just thanks again for being part of this community.
You’ve made this year more meaningful than you know.
All the best,
The Health Plan Compliance Advantage
P.S. Even if you never take the course or use the guarantee, the Fast Start Kit alone can help you get your fiduciary committee set-up for success. Don’t miss the chance to download it before Friday.
Don’t be a bystander. Change the status quo and reap the benefits of The Health Plan Compliance Advantage. Schedule an introductory call with us.
