Lesson 0.1 Welcome and Overview
Lesson 0.2 Stop Competing on Price
Lesson 0.4 Agents Lose Deals for THIS Reason
Document Download: Fiduciary Risk Management Knowledge Gap Assessment
Lesson 1.1 ERISA 101: The Legal Landscape
Lesson 1.2 Who is a Fiduciary? The Functional Test
Lesson 1.3 The Four Core Fiduciary Duties
Lesson 1.4 What Can and Can't be Delegated
Documents Description
Document Download: Self-Funded v Fully Insured Comparison Matrix
Document Download: Fiduciary Role Matrix
Document Download: Delegation Liability Map
Document Download: Plan Documents Documentation Checklist
Introduction Module: Stop Losing on Price: The Language That Closes
Lesson 3.1 The Positioning Shift - Stop Being a Vendor
Lesson 3.2 The Silent Danger Framework - 5-Step Conversation Architecture
Lesson 3.3 Language Patterns of Authority - Power Phrases and Obligation Language
3.5 The Trust Acceleration System - Building Credibility Quickly
Document Download: The Silent Danger Conversation Script
Document Download: Language Pattern Substitution Guide
Document Download: Vendor vs. Advisor Self Assessment
Document Download: Step Completion Checklist
Document Download: Call Planning Worksheet
Document Download: Obligation Language Guide
The Psychology of Risk Denial
Fiduciary Breaches - The Quiet Traps
The 7 Breach Triggers - Events that Breach Lawsuits
Creating Urgency without Fear-Mongering - Ethical Persuasion
Document Download: Fiduciary Risk Assessment
Document Download: Breach Trigger Checklist
Document Download: Stop-Loss Contract Analysis Toolkit
Document Download: Excluded Expenses Tracker
Document Download: Coverage Gaps and Exclusions Tracker
Understanding Administrative Service Models
The Service Provider Procurement Process
The Contract Clauses That Protect (and Expose) Plan Sponsors
Audit Rights and Performance Guarantees
Implementation Planning and Ongoing Oversight
PBMs and Other Service Providers Can Make or Break Your Plan - What to Do
Document Download: Selection Committee Formation Checklist
Document Download: Third-Party Administrator Selection
Document Download: Vendor Selection Documentation Template
Document Download: Vendor Audit Rights
Document Download: Performance Guarantees in Vendor Contracts
Document Download: Vendor Due Diligence Checklists
Document Download: Annual Vendor Review Template
Document Download: Document Tracker
