MY PERSPECTIVE
Helping employers save money, enhance benefits, and strengthen fiduciary oversight.
When employers approach their employee benefits and broker with clarity, discipline, and independent insight, they not only reduce risk—they often uncover opportunities that were hidden in plain sight.
I founded Rosen Value Advisors to help employers capture all the value they deserve in their benefits plans and vendor relationships.
Having been a leader in the employee benefits business for 30+ years—as an M&A advisor, brokerage executive, and carrier executive, I have seen firsthand where employers lose time, money, and value in the way they procure and manage benefits.
Also, as a business owner, like you, I make employee benefits decisions in this complicated and opaque business. What I know is that it is impossible for an employer without deep industry expertise to know whether they are truly getting value for their ever-increasing benefits spend.
Exacerbating this challenge and making it riskier is that in recent years regulators and courts have increasingly looked at whether employers are fulfilling their fiduciary duties in overseeing benefits plan costs and service providers.
The solution we have created for employers recognizes that an employee benefits broker is an invaluable partner. It also recognizes that employers lack the data, context, and experience to make an informed analysis of broker compensation, performance, and accountability.
With our experience, and our plan and broker data, you can achieve a new level of insight and transparency and an independent perspective not available anywhere else. You’ll strengthen your fiduciary oversight, enhance advisor and vendor relationships, and ensure that the dollars spent on employee benefits are delivering the greatest possible value.
Value is our middle name, literally and intentionally. If you share a deep commitment to ensuring your firm and employees get all the value you deserve for your benefits spend, we welcome a conversation.
Brett Rosen, Founder
EXPERIENCE
Brett Rosen
Brett Rosen has a unique depth of knowledge and experience and perspective from 30+ years in the employee benefits industry.
With over 10 years as National Sales Executive and leader for major insurance carriers, including Cigna, Unum and Hartford, Brett gained experience designing and delivering broker compensation plans and services.
Since 2021, Brett has served as Founder and Principal of Rosen Advisory, a leading M&A advisor to employee benefits firms. He has guided over 40 employee benefits firms through the M&A process, and evaluated the business models of 100+ buyers to ensure cultural, strategic, and financial compatibility for his clients.
Prior to forming his own firm, Brett spent 17 years in leadership roles at OneDigital, one of the country’s largest employee benefits brokerage firms. As Senior Vice President, Strategic Partnerships, and then as Executive Vice President, Mergers and Acquisitions, Brett developed relationships with and gained insights into the operations of hundreds of other brokerage firms of all sizes across the United States.