Advisor FAQ

Employer Strategy Group (ESG) is a collaborative advisor platform that connects independent advisors with workforce, employer, healthcare, and operational solutions through specialized provider relationships.

No. ESG is a branding, education, and advisor-support platform. Advisors remain independent and may maintain their existing businesses, licenses, and professional relationships.

ESG welcomes independent advisors, consultants, brokers, referral partners, and professionals who serve employers, healthcare organizations, or business clients.

ESG was created to provide advisors with a unified platform that combines branding resources, marketing support, educational materials, strategic partnerships, and access to multiple opportunities through a single relationship.

Rather than building separate relationships, websites, marketing systems, and support resources for each opportunity, advisors can leverage ESG's growing infrastructure and provider network while remaining fully independent.

ESG allows advisors to focus on building relationships and identifying opportunities while provider teams and support resources help facilitate the discovery, presentation, and implementation process.

No. ESG is not designed to create additional commission layers between advisors and providers.

In most cases, compensation arrangements are established directly between the advisor and the provider associated with a particular opportunity. ESG's role is to provide branding resources, educational materials, marketing support, strategic partnerships, and advisor support infrastructure.

The objective is to help advisors become more effective and access opportunities more efficiently—not reduce advisor compensation.

ESG is not built around quotas, recruiting requirements, mandatory production levels, or exclusive contracts.

The goal is to provide advisors with access to resources, opportunities, and professional support while allowing them to maintain their independence and existing business relationships.

Most advisors focus on identifying potential opportunities and introducing qualified prospects. ESG and its provider partners handle discovery calls, detailed presentations, implementation, onboarding, and ongoing support.

No. ESG provides educational resources, marketing materials, and access to experienced professionals who support the discovery and implementation process.

Yes. ESG solutions are designed to complement existing client relationships and may provide additional value to employers and organizations you already serve.

No. Advisors remain independent and are free to maintain their own business models and professional relationships.

ESG is designed as a flexible advisor platform. Participation arrangements may vary depending on referral relationships, strategic partnerships, resource access, and other factors. Specific participation terms are discussed individually during onboarding.

Current opportunities include:

• workforce benefit strategies

• healthcare-industry solutions

• operational support services

It's best to review the ESG website where the various services are described to potential clients. EmployerStrategyGroup.com You can also access specific areas on that site for the following areas of interest:

• Integrated Benefit Strategy presented as:

  • Employer Solution

  • Employee Benefits

  • Program Q & A

  • Summary of SIMERP Benefits

• Healthcare industry products and services

• Special Expertise also known as Operational Support

Compensation varies by program and provider relationship. Details are available upon request and may be discussed during an advisor introduction call. Contact us to request.

Most ESG opportunities are designed to create ongoing residual income opportunities. Specific structures vary by program.

No. ESG is not designed to create additional commission layers between advisors and providers.

In most cases, compensation arrangements are established directly between the advisor and the provider associated with a particular opportunity. ESG's role is to provide branding resources, educational materials, marketing support, strategic partnerships, and advisor support infrastructure.

The objective is to help advisors become more effective and access opportunities more efficiently—not reduce advisor compensation.

Resources include:

• Primary Website (with personalized contact information)

• Personalized landing pages (as needed)

• Educational materials

• Marketing graphics

• Personalized Printable outreach tools

• Advisor training resources

• Presentation support

• Explainer videos

Yes. ESG maintains a growing library of branding and marketing resources available to participating advisors.

Approved advisors may use ESG branding and marketing materials in accordance with the ESG User Agreement and Brand Standards.

Many resources are customized with advisor contact information and branding elements.

There is currently no membership fee required for advisor participation.

ESG was created as a collaborative advisor platform—not as a profit center.

The goal is for advisors—not ESG—to benefit from the opportunities they create through their own client relationships.

To support the ongoing development and maintenance of the platform, Active Care LLC may offset costs through participation fees, strategic partnerships, technology services, or other ESG-related activities. Participation requirements may vary based on advisor relationships, resource access, and other factors.

No.

ESG is not a franchise and does not require franchise fees, territory purchases, production quotas, or exclusive participation agreements.

Advisors remain independent and retain control over their own businesses and professional relationships.

In most cases, ESG and its provider partners conduct the detailed discovery, presentation, implementation, and onboarding process. If a product or service does not inlcude this we will clearly state that fact. (Some advisors take a more active role in presentations and implementation as providers allow and the Advisor desires.)

No. Most advisors focus on introductions and relationship development while provider teams handle technical presentations and implementation activities. However, in time and with experience you are welcome to become more involved in any pahse of a sales and imlementation process allowed by each particular provider.

Yes. ESG seeks to maintain transparency regarding advisor-generated opportunities and ongoing relationships. As an Advisor, your referrals are your clients and you will have direct access to ech provider's prospect and client tracking portal without ESG needing to be in the middle.

Use the Contact page or Advisor Inquiry Form and an ESG representative will follow up with you personally.