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"Co-Fiduciary Explained." #shorts #fiduciary

"If you're going to be the fiduciary, you have to protect the members, the plan." #shorts #fiduciary

ClaimDOC acts as a co-fiduciary for their clients. Why is that important?

As Amy Pellegrin shares in this clip from episode 150 of Self-Funded with Spencer (premiering live on LinkedIn in a few hours!), "If you're going to be the fiduciary, you have to protect the members, the plan."

Taking on that liability shows a willingness on ClaimDOC's part to proverbially "put their money where their mouth is" in terms of the protection they're offering their clients. I'm glad to have them as a sponsor of the show.

Check out the full episode, premiering live later today on LinkedIn, and available on YouTube, Spotify, and Apple Podcasts concurrent with that live release.