About

Choose Us
DIFFERENT BY DESIGN

We choose to put people before profit.  That is why we offer the SIMRP Program which has no cost to your organization or employees.

Innovation

We changed the traditional business model for employee benefits and created a new approach.

People

Caring about helping people is our main guiding principal.


STRATEGY

We developed proprietary savings strategies that deliver unmatched savings.

Meet Our Founder
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David Bertao

CEO

David Bertao is our founder and has been a business owner and innovator since 2007.   After learning about the the SIMRP tax code strategy, David signed up for it for his own business to save money and help his employees get extra job benefits.  David was so impressed with the results of the SIMRP, he founded the SIMRP Program Benefits & Insurance Center to help other employers and their employees get those same benefits.